by Twyla Sketchley | May 29, 2017 | Estate Planning
To die “intestate” means a person died without a valid Last Will & Testament, or a will. This commonly occurs when one fails to create a written will. However, a person may die intestate if a court determines her will is invalid. In some rare cases,...
by Twyla Sketchley | Dec 25, 2016 | Estate Planning
While an inheritance is nothing more than the transfer of property or money to a beneficiary, many clients hope it will enhance the beneficiary’s life well into the future. Clients may wish to secure basic necessities for a child. They may want to ensure it...
by Twyla Sketchley | Dec 19, 2016 | Estate Planning
Each new year Medicare premiums, Social Security earnings, tax limits, and the minimum wage change. The same will happen on January 1, 2017. Here is a summary of the important numbers you need for your retirement, estate planning, and special needs planning:...
by Twyla Sketchley | Sep 11, 2016 | Estate Planning
I give a lot of community presentations estate planning. At these presentations, the most common question get is: Can I use internet forms to do my estate planning? The answer I give in my presentation is from the old Fram Oil Filter commercial: “The choice is...
by Twyla Sketchley | Aug 21, 2016 | Estate Planning
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...
by Twyla Sketchley | Jul 7, 2016 | Disability, Estate Planning, Nursing Home, Resources
Floridians think about hurricane preparedness from June 1 through November 30 each year. Special news casts alert residents to the need for survival kits. Each named storm puts a new set of communities in its path on alert for floods, winds and storm warnings. We...
