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Estate Planning and Probate Blog

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Do You Lose Benefits If You Retire Early?

Claiming Social Security before full retirement age (FRA) has consequences–namely, that you'll get stuck with a lower monthly benefit for life.
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What are Big Mistakes to Avoid in Estate Planning?

Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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How To Use An Upstream Power Of Appointment Trust To Save On Taxes

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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What Is the Best Asset Protection?

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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What Happens If My Partner Dies and We’re Not Married?

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
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What Is Power of Attorney and Is It Important?

Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
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Understanding the Issues of Elder Law

The three main areas of focus for elder law attorneys include health care, estate and tax planning and guardianship matters.
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Things You Need To Know Before Choosing A Life Insurance Beneficiary

Choosing a beneficiary can be very simple, yet very important in any account that requires it.
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Tips for Organizing Finances After Spouse Dies

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
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When Should I Revise My Will?

Even if you've already drawn up a will, if you're in one of these situations, it's a good idea to review your final wishes and make any necessary changes, so your money and personal belongings are left in the right hands.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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