Archive for September 2018
Should you disinherit your children if they don’t love you?
As a certified financial planner and an estate planning attorney, I am in the unique position to counsel my clients in both their financial planning and their legacy planning. Many…
Read MoreUndue influence
Undue influence is a legal doctrine that is used to describe the use of one’s power that arises out of a special relationship to coerce someone to make a decision…
Read MoreMedicaid Planning
Florida residents are eligible for free health care and nursing home services if they possess only limited resources. For Florida residents, non-exempt assets must be below $2,000 to qualify. Exempt…
Read MoreFinancial Swiss Army knife
Throughout the financial planning process we must address numerous concerns. Is there ample liquidity? Is there a growth strategy? How can we mitigate risk? How can we create sufficient lifetime…
Read MoreStock markets keep surging
Hopefully you are enjoying your Labor Day weekend with the knowledge that your stock investments have done well so far this year. Through the end of August 2018, the S&P…
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