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What Do I Need to Do Right After Spouse Dies?

Losing a loved one is never easy, even if you were anticipating the loss. During the hours and days following the death of a spouse or a close family member, you may be in shock and you will likely be disoriented, emotional and feeling like you’re in a constant fog.
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How to Shop for a Life Insurance Policy

It sounds morbid, but when you’re shopping for a life insurance policy, insurers want to know the answer to one question: What’s your life expectancy?
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Is Putting a Home in Trust a Good Estate Planning Move?

Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
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When a Spouse Dies, Does Survivor Get Their Social Security Benefits?

When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
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What If You Don’t have a Will?

A recent survey estimated that 68% of people die without a will. The consequences of dying without a will (‘intestate’) can be disastrous.
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Half of Americans Making More than $100K Don’t Have a Will

Among those who do not have an estate plan, 63% said that they have considered creating one in the past and 46% said they do not know how to start.
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What Is a Power of Attorney?

A power of attorney is a legal document with which a principal authorizes an agent to act on the principal’s behalf and for the principal’s benefit.
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Should I Have a Roth IRA?

Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won't be stuck with a tax bill in retirement when you can least afford to pay it.
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Can You Inherit a House with a Mortgage?

Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.
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Can a Family Limited Liability Company Reduce Estate Taxes?

These vehicles let a family manage multiple interests, preserve parental control and protect assets from claims of creditors and divorcing spouses, among other benefits.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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