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December 2018 Archives

Veterans' benefits: Things to know

Florida residents who served in any of the branches of the armed services and were discharged honorably have the right to collect certain benefits. There are various types of veterans' benefits, some that most veterans know about, some that aren't too widely advertised or are more difficult to utilize than others, and some that are meant for the family members of deceased veterans. This week's column will name some of the different types of veterans' benefits out there. 

Estate planning involves periodic review of legal documents

For those Florida residents who have jumped out ahead of the curve and have an estate plan in place, all of the work is not permanently wrapped up. Estate planning is an organic process, and it will be necessary to review the plan with the attorney approximately every three years.  When a tax law changes, its impact must be compared to the existing terms of one's plan so that updates can be made if necessary. In addition, there are several other reasons to review periodically the continuing accuracy and efficacy of one's plan.

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