Recent Blog Posts
Are Dividends Reliable for Retirees in North Palm Beach?
Many seniors invest in stocks, and some of these stocks may pay dividends. If you’re an experienced investor, you already know all about how beneficial dividends can be. You might have received regular, passive income from your dividend-paying stocks over the decades. As you approach retirement, you may wonder whether your dividends can continue… Read More »
How Soon Should I Get Started on Medicaid Planning in Stuart?
Many seniors don’t like to think about what might happen if their health should decline, and for obvious reasons. It makes more sense to enjoy the “here and now” than to dwell on the worst-case scenario. That said, those who spend a little time planning for things like Medicaid could enjoy enormous benefits within… Read More »
Estate Planning Steps to Take After Moving to Florida
In 2025, Florida Today predicted that a “Silver Tsunami” of retirees would soon arrive in the Sunshine State. Florida remains a popular location for newly retired individuals, and it also offers various estate planning advantages that these new arrivals may or may not be aware of. In order to get the most out of… Read More »
Top Signs That It’s Time to Disinherit Your Family Member in North Palm Beach
Disowning or disinheriting your family member in North Palm Beach is one of the most difficult decisions you’ll need to make. When is this drastic step truly necessary? What kind of signs might indicate that your family member should not benefit from your estate in any way after you’re gone? These are questions you… Read More »
Will My Trust in Stuart Reduce in Value After I’m Gone?
Generational wealth is infamously difficult to preserve. One of your greatest concerns as you approach estate planning might be the reduction of the wealth you leave behind for your loved ones. Will your trust diminish in value within a few short years, leaving your family struggling with financial pressures? What are the chances of… Read More »
How to Add Palm Beach County Real Estate to a Canadian Will
Many Canadian “snowbirds” own property in Palm Beach County. In fact, Canadians own more Florida real estate than any other foreign nationality. Although a Florida vacation home can offer a welcome respite from the cold Canadian winters, your US real estate may also make your estate planning process more complex. How do you add… Read More »
Palm Beach Seniors Targeted With New Scams
Over the past month or so, seniors in Palm Beach County have faced threats from many new scams. Whether you’re trying to enjoy your retirement or you’re concerned about the well-being of your senior loved one, it makes sense to keep a close eye on these new scams. Families might also want to consider… Read More »
How Quickly Can Dementia Take Away Your Legal Ability to Make Decisions?
The threat of dementia is concerning for various reasons. For many people, the most daunting aspect of this medical issue is the inability to make legal decisions. At a certain point, people with dementia become legally “incapacitated,” which means that they can no longer make decisions about their own finances or health care. How… Read More »
Estate Planning Strategies Involving College Funds in Stuart
Many people in Florida have college funds for their children or grandchildren. The Education Data Initiative states that Florida 529 Plans alone have almost $14 billion in savings. How do your college funds integrate with your estate planning strategies? Is it possible to use your college funds to your advantage? These are questions you… Read More »
Gifts vs. Bequests in Palm Beach County
Gifts and bequests may sound similar, but they represent two very different estate planning strategies in Palm Beach County. If you are creating an estate plan for the first time, it makes sense to acquire a keen understanding of both gifts and bequests. Once you understand the difference, you can decide which strategy makes… Read More »