Monthly Archives: July 2023
Unless You Plan Carefully, Your Plans To Help Your Children Financially Can Backfire
Creating generational wealth is one of the most common reasons that people cite for contributing money to their own retirement savings accounts. The goal is to save more money than you will need to spend in your lifetime, so that your children can inherit the rest. Of course, you don’t have to be an… Read More »
What Is Escheatment, And How Can You Avoid It?
When friends try to encourage you to get started on your estate plan, they often say things like, “If you don’t do X, the state will take your property.” Their advice has a grain of truth, but they usually word it so vaguely and misleadingly that it comes across sounding like those email forwards… Read More »
Inheritance Scam Used Florida Seniors As Money Mules
Financial abuse is the most common form of abuse that elderly people suffer; this is due in part to the fact that there are so many ways to make financial transactions and to communicate about finances. Physical abuse can only occur when the abuser and the victim are in close proximity to each other;… Read More »
Your Love For Your Family Does Not Change, But Your Estate Plan Should
In contrast to all the gloom and doom that circulates on the Internet at ever increasing speeds, let us take a moment to celebrate the things that you are doing right. If you are 50 years old and you have already written a will, give yourself a round of applause. If you make your… Read More »
