“You Get What You Pay For” Applies to Estate Planning Lawyers
Opting for the lowest-cost plan may lead to an empty set of documents that offer false security but lack real value when your family needs them.
Important Estate Planning Documents Your Parents Need Now
As your parents navigate their golden years and to ensure their peace of mind – and your own – make sure your parents have these 3 documents in place now.
Bank Account Blues: Why Naming Your Children as Beneficiaries or Joint Owners of Your Bank Accounts May Not Be Your Best Option
When it comes to your bank accounts, there’s a common misconception that simply naming your children as joint owners or pay-on-death beneficiaries will suffice.
DIY Wills & Trusts May Offer False Sense of Security
You owe it to your loved ones to have your estate planning done properly and to keep it updated over time. “DIY” Wills & Trusts may not be as good as advertised.
Protect Your Children After You’re Gone
Many parents wrongly assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets.
Corporate Transparency Act: What You Need to Know as a Business Owner
Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require certain companies to report the names of beneficial owners and active individuals.
Understanding Money Dysmorphia: A Guide for Young Parents and Professionals
Young parents and professionals are particularly susceptible to money dysmorphia. Amidst the pressures of repaying student debt, starting families, advancing in careers, and social media showcasing the extravagant lifestyles of peers, it’s easy to fall into the trap of feeling financially inadequate.
Don’t Send Your Kids Back to School Without These Documents
At Jacob & Greenfield, we are dedicated to securing the well-being of your children under all circumstances. As the kids go back to school, do not overlook this essential homework for parents – naming legal guardians and creating your own For The Kids Plan (TM).
Estate Planning for an 18 Year Old in Florida
When your child turns 18, you should discuss the importance of estate planning and ensure your child has certain legal documents in place for their protection out in the world.
Warren Buffett on Estate Planning
Warren Buffett’s advice on building and preserving wealth is timeless and valuable no matter the size of your family or your estate. By involving your heirs in your estate planning and investing in yourself, you can set yourself and your loved ones up for long-term financial success and create a legacy that spans not only through your life but through the generations that follow you.
