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      Tag Archives: Lee County

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      2. Entries tagged with "Lee County"

      Difference between Godparents and Guardians in Estate Planning

      The Godparent Myth: The Difference between Godparents and Guardians in Estate Planning

      Estate PlanningBy napleslawyerNovember 15, 2019Leave a comment

      Learn important information about the difference between a godparent and a legal guardian when it comes to estate planning from a Naples Estate Planning Lawyer.

      Wills vs. Trusts

      You’ll Be Able to Get an Electronic Will Soon, But Should You?

      Estate Planning, WillsBy napleslawyerSeptember 5, 2019Leave a comment

      Since Florida is only the fourth state to enact an electronic documents law, it’s questionable whether other states will honor an electronic will. This means that any assets distributed through the will might not go to the intended beneficiaries and instead pass via state statute.

      Saving for Retirement

      Biggest Change in Retirement Planning Since 2006

      Estate Planning, Retirement Planning, Tax PlanningBy napleslawyerJune 3, 2019Leave a comment

      The SECURE Act would change how long you can hold on to a 401(k), a traditional IRA or a Roth IRA that you’ve inherited from someone who’s died…With the new bill limiting the stretch to 10 years, estate planners are going to have to find other vehicles for tax savings.

      Signing Legal Document

      Understand What’s at Stake Before Agreeing to Serve as Trustee

      Estate PlanningBy napleslawyerApril 30, 2019Leave a comment

      It’s best to make your decision about serving as trustee with eyes wide open. Here’s a brief look at what the job will likely entail, along with some situations where you might want to seriously think twice about agreeing.

      Elderly Woman

      What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated

      Estate PlanningBy napleslawyerApril 2, 2019Leave a comment

      Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated. In such cases, if there is no estate planning in place (or insufficient planning), a guardianship must be established via a court process in the county probate court.

      Parents with Kids on Bed

      Reclaim Your Role as Your Child’s Primary Influence—Part 2

      Estate PlanningBy napleslawyerFebruary 25, 2019Leave a comment

      How parents can reclaim their role as the chief-orienting influence in their children’s lives with unconditional love, and how to use estate planning to show your children that you love them unconditionally and begin to involve them in the process depending on their age.

      Family at Sunset Overlooking Water

      Reclaim Your Role as Your Child’s Primary Influence—Part 1

      Estate PlanningBy napleslawyerFebruary 5, 2019Leave a comment

      If you feel that the unbreakable bond you once had with your children is eroding, Dr. Gabor Matéhe reveals the latest scientific research with his own 20 years of experience as a family physician to empower parents to earn back their children’s love and loyalty.

      African American Children

      When Something is NOT Better Than Nothing—Part 2

      Estate PlanningBy napleslawyerDecember 20, 2018Leave a comment

      The false sense of security offered by DIY wills can lead you to believe you have things covered and no longer have to worry about estate planning. The reality, however, is that such generic forms could end up costing the loved ones you leave behind more money and heartache than if you’d never gotten around to doing anything at all.

      Brothers Playing

      When Something is NOT Better Than Nothing—Part 1

      Estate PlanningBy napleslawyerNovember 30, 2018Leave a comment

      The false sense of security offered by DIY wills can lead you to believe you have things covered and no longer have to worry about estate planning. The reality, however, is that such generic forms could end up costing the loved ones you leave behind more money and heartache than if you’d never gotten around to doing anything at all.

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