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Author: Donna Amos

Basic Estate Planning

February 1, 2014
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Robert D. Schwartz, an estate planning attorney in Florida outlined some essential documents in any estate plan in a recent article for TCPalm. Last Will and Testament - the most basic estate planning document.  A will is a legal document which allows you to direct exactly where your assets are to be distributed when you ...Read More

Do I need a trust?

February 1, 2014
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Julie Landry Laviolette in the Miami Herald tackles the age old question: “Do I need a trust? ”It’s not only heiresses and socialites who can benefit from a trust. Used in the right circumstances, a trust can be a helpful estate planning tool to pass assets to your children, take care of your affairs if ...Read More

Estate Planning Made Easy: Establishing Trust Bank Accounts

February 1, 2014
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Huffington Post’s guest blogger, Diane Morais of Ally Bank addresses the question “How can I ensure the financial security of my family after I'm gone?" It's an important question that we all wrestle with -- and one that has fueled an expansive network for estate planning products and services to address this important concern. If ...Read More

Learning from the mistakes of others

February 1, 2014
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In the arena of estate planning, there’s a lot to be learned from the mistakes of others. Tim Cestnick, author of several tax and personal finance books, offers some examples. 1. Don’t die intestate. Dying without a will is called dying intestate. When Jimi Hendrix died at age 27, he didn’t have a will. Despite ...Read More

Elder Abuse: How to stop it

February 1, 2014
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The following is an excerpt from a recent article in The Mercury by Kathy Martin regarding elder abuse. Our aging population is increasingly vulnerable to abuse, with financial exploitation having risen to the third most common form of elder abuse (following self-neglect and caregiver neglect). The message is that we need to step up and ...Read More

Six step checklist of your estate plan

February 1, 2014
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Steve Shaw an estate planning attorney practicing in South Carolina and Florida offers this Six-step checklist of your estate plan. 1. Define your goals 2. Gather and organize your data 3. Analyze your situation 4. Develop your strategies 5. Implement your plan Read the full article for details on each step. Shaw on the Law: ...Read More

Estate planning: it’s ok to be charitable

February 1, 2014
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Christopher W. Yugo, Times Business Columnist answers a frequent question in estate planning: Q: I intend to leave all of my money to two charities but I'm concerned that my children will object. I'm worried they will challenge the will. Is there anything I can do to make sure that my wishes are carried out? ...Read More

Plan a family meeting

February 1, 2014
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Estate planning is vital to ensuring your family is properly taken care of after your passing, but almost equally important is communicating that plan to your family in advance. The below commentary was written by Estate planning columnist Curtis Kaiser. Last year, I met with a prospective client whose wife had passed away a decade ...Read More