Becoming a Florida Resident
Many retirees and even many working people move to Florida for the weather and distinct tax advantages compared to many states. Often, these folks maintain a home or residence back where they moved from.
Providing For Pets in Your Estate Plan
Who will take care of your pets when you pass? Here are some helpful solutions you can put in place to make sure your beloved pet is taken care of for the rest of their days.
Keeping the Vacation Home in the Family
Do you own a vacation home? If so, here are some questions you should begin asking your family. Who will likely be using the property? Are your adult children spread throughout the country? Do all your children have the means to travel as well as cover their share maintenance costs, property taxes and insurance associated with the family home? How do you manage the calendar, especially holidays and school breaks?
Suddenly Single - Primary Residence Decisions
Deciding on where to live can be a daunting decision after becoming suddenly single. Often, there is an emotional attachment to the home. Your options include staying, purchasing a new home, or renting.
Suddenly Single - Divorced
We all know women who find themselves suddenly single and one frequent cause is divorce. In some cases, the wife may see the impending divorce or anticipate it. In others, she is blind sighted when her spouse announces he wants to end the marriage.
Suddenly Single – Widowhood
The passing of a spouse or any loved one is hard enough to deal with. Worry over finances should not be part of the grieving process. Planning ahead with both spouses being involved and relying on a trusted financial advisor as well as other professionals can go a long way toward easing the worry and pain caused by critical financial events.
