Switch to ADA Accessible Theme
Close Menu
+

Monthly Archives: September 2023

BusinessWoman2

If You’re Old Enough To Plan A Vacation, You’re Old Enough For An Estate Plan

By David Toback |

Summer fun can be had in Florida at any time of the year, but most of the time Floridians are too busy to enjoy it.  You spend 51 weeks out of the year stuck in Florida’s horrendous traffic, commuting from one of your gig economy jobs to another or shuttling your children to and… Read More »

Facebook Twitter LinkedIn
Questions2

Why Would You Want Someone Else To Be The Owner Of Your Life Insurance Policy?

By David Toback |

Young people often buy life insurance policies with modest payout amounts.  Uttering the words, “I don’t want to be worth more dead than I am alive” is often the first symptom of a mid-life crisis.  For people who have yet to receive friendly greetings by mail from the AARP, life insurance policies are tied… Read More »

Facebook Twitter LinkedIn
SeniorWine

Mutual Will Agreements In Florida

By David Toback |

You and your spouse have been married for decades, and you do everything together.  Both spouses’ names are on your bank account, and you own your house as tenants by the entirety.  You children never give much thought to which cousins are on Mom’s side of the family and which are on Dad’s side. … Read More »

Facebook Twitter LinkedIn
Question_Silhouette

Who Should Act As Personal Representative Of Your Estate?

By David Toback |

Even if you do not own anything that anyone would want to inherit, you still need to write a will.  At minimum, your will should include instructions about the final disposition of your remains, meaning whether you want your body to be buried or cremated and where you want the final resting place of… Read More »

Facebook Twitter LinkedIn