There's an old expression: "All dressed up but nowhere to go!" This phrase has been interpreted to mean being completely prepared for an event that fails to materialize. This is sometimes true with persons who do a Revocable or Living Trust but fail to fund it. They...
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Month: April 2019
How would your care go if you became incapacitated?
There is no denying that your will is a vital part of your estate plan and probably forms the cornerstone of it. However, with people here in Florida and elsewhere living longer, the question of incapacitation needs to have an equally important place in your plan. Do...
When an original Will is lost or destroyed…don’t panic!
Your father has passed away and after the funeral, you try to locate his Last Will and Testament. You find a photocopy but not the original. You do a quick search on Google and find that in Florida, you need to establish the original Will in order to file a testate...
Establishing a “See-Through Trust” for Your IRA
A traditional IRA is what is considered a "qualified" account. In essence, this means that the account gets special tax treatment---in particular, allowing you to defer taxation until a later date. With these types of accounts, you do not have to withdraw the money...
