Asset Protection Planning

In Florida, selling jointly owned stock is different than selling another jointly owned asset. If you and your spouse owned the stock jointly and with the right of survivorship, then when your [...]

Unclaimed property is the money in accounts at financial companies that has had no activity for over a year. This can include money in bank accounts, refunds, payroll checks, trust distributions, [...]

A living trust is a legal entity that you create with rules and conditions that apply to any assets owned by the trust. This type of trust is in operation during the lifetime of the person who [...]

Losing a spouse is, undoubtedly, one of the most devastating experiences a person can face and is difficult to even contemplate. However, it is important to consider and plan for the financial [...]

In March of 2016, Florida adopted a new law, entitled the “Florida Fiduciary Access to Digital Assets Act”. This law went into effect in July of 2016 and contains rules regarding the management [...]

A digital asset is content owned by a person that is stored in digital form. Generally, digital assets relate to data or information that is stored on a device such as a smart phone or computer. [...]

Probate proceedings can be very time consuming, make assets inaccessible for months, and involve the filing of documents and information in court that you may want to keep private. There are also [...]

It is important that while competent you decide who will make personal decisions and who will make financial decisions on your behalf should you lose capacity. Consulting with an attorney [...]

Babette Bach will be speaking at the Friendship Center, 1888 Brother Geenen Way, event at 2:00pm on Wednesday, May 17th, 2017.  The topic is “How Would A Disability Upset Your Retirement [...]

Because same-sex married couples are now federally recognized, they can file joint tax returns. The  IRS also recognizes federal tax provisions which include income tax credit, child tax credit, [...]