If you are an adult with children or assets that you want to protect, the process of estate planning is a necessary step in obtaining the peace of mind you are looking for. Even if you do not have an extended immediate family, including children or a spouse, it can...
Tag: trust
Is There a Connection between Retirement Planning and Estate Planning?
In recent years, older adults in the United States have begun focusing on how to appropriately manage their retirement finances and how they want to distribute their estates in the future. Although the number of adults with retirement and estate plans is on the rise, there is still a significant...
When Should You Start Taking Your Social Security Benefits?
Utilizing your social security benefits can be tricky, especially if you are looking to access them prior to reaching the average retirement age in the United States. Many adults wonder how to approach the process of obtaining their social security benefits and when they should choose to begin receiving them...
What Parents Should Know About Estate Planning
New parents in Florida have much more on their minds than planning their estate. Between baby-proofing their home and vehicle, running between pediatrician appointments, and setting up the crib, there is not much time for parents to start planning for a conversation around estate planning. However, setting up preparations for...
How You Can Protect Your Loved One’s Government Benefits with a Special Needs Trust
For many of those living in Florida with special needs, financial assistance from the government is considered a primary source of income. Central Florida residents who receive benefits from the government through special needs programs are usually children born with a developmental or physical impairment or individuals who have been...