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What is an ABLE Account?

What is an ABLE Account?

An ABLE account is a special savings account for people with disabilities created by the Achieving a Better Life Experience Act (ABLE) of 2014.  The purpose of these accounts is to allow people with disabilities to save money in a tax-favored way without jeopardizing...
Can I Use Internet Forms For My Estate Planning?

Can I Leave Money To A Charity In My Will?

In life we passionately support the charities we love.  However, we often believe we can no longer do so after we die.  A common misunderstanding is that one must be wealthy to leave money to a charity in an estate plan.  When I ask my clients about leaving money to...
Avoiding Hurricane Repair Scams

Avoiding Hurricane Repair Scams

After natural disasters, unlicensed contractors and scammers come into the affected areas.  Many promise quick repairs, discount prices, or unobtainable results. Be skeptical.  It is often impossible for people to promise immediate clean-up and debris removal in the...
Avoiding Hurricane Repair Scams

Pet Safety During a Hurricane

Sixty percent of Americans own some type of pet.  These furry family members bring us happiness, assistance, and support.  Pet safety is essential during a hurricane.  If you own a pet, comfort animal or a service animal, it is essential that you have a disaster plan...
Avoiding Hurricane Repair Scams

Preparing For A Hurricane

With hurricane season in full swing in Florida and throughout the south, families caring for elders and loved ones with disabilities need to be prepared.  There are three phases to hurricane readiness: Before the Hurricane: Have a plan for you, your family, and your...
Warning Signs of Exploitation

Warning Signs of Exploitation

Elder exploitation is a growing problem in the United States.  Some estimate that Americans lose as much as $2.9 billion a year due to financial exploitation.  Often exploitation goes undiscovered until all an elder’s money is gone.  Determining whether an...
8 Tips To Help Make Accounting Easier

8 Tips To Help Make Accounting Easier

If you are one of the millions of Americans who are helping manage someone else’s money,  you are likely required to provide an accounting.  An accounting is an itemized explanation of how you spent the money you were managing.  If you are a trustee, guardian,...