Estate Planning and Joint Accounts: Pros and Cons.

Important Estate Planning Tip: Upon the passing of one of the joint owners of an account, the account automatically passes to the other person. However that can have many unintended consequences – find how in this 2 minute video: For help … Continue reading

5 Reasons to Review Your Estate Planning Today:

5 Reasons to Review Your Estate Planning Today: 1. Pay-on-death beneficiaries sometimes fail. 2. There may be out-of-date contact information for the individuals named on your advance directives. 3. Your intent may have changed … Continue reading

Include Digital Assets in Your Estate Planning

Make sure your digital assets are included in your estate planning document, such as; On-line banking and investment accounts, Digital books, Purchased music, Games and apps on mobile devices, Family photos and videos stored in the cloud, Passwords to your Facebook page, blogs and other social media accounts.
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Estate Planning for Your Pet: Pet Trusts in Tampa, St. Petersburg and Clearwater

Those who wish to provide a more comprehensive estate plan regarding the care of their pet, during their lifetime and at death, may be better served though creation of a pet trust. Continue reading

Estate Planning in Tampa, St. Petersburg and Clearwater Florida.

The video below provides information about important documents that need to be included in an estate plan. Estate planning in Clearwater, St. Petersburg and Tampa is planning for your life time (who acts on your behalf when you become incapacitated), as well … Continue reading

Why Joint Accounts can Bypass Your Estate Planning

Estate planning caution: Upon the passing of one of the joint owners of an account, the account automatically passes to the other person. However that can have many unintended consequences – find how in this 2 minute video: For help … Continue reading

Estate Planning and Creating Joint Bank Accounts

A common problem today in estate planning is the unintended consequences of joint bank accounts. One problem is when unscrupulous “helpers” have figured out that it is much easier to take advantage of an unsuspecting elderly person with the help of a bank rather than trying to unduly influence the elderly person into making a new will. Continue reading