Do You Need a Relationship With an Attorney?
No matter what stage of life, it pays to have an established relationship with an attorney. Even if you do a good job of handling your...
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susanhartmanjd
- Nov 29, 2023
- 2 min
Don't Dread Probate!
Probate is to be feared! Everyone should bend over backwards to avoid probate! That's what some "experts" tell you. You hear it...
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susanhartmanjd
- Nov 11, 2023
- 3 min
Don't Forget the "Little" Things in Estate Planning or Divorce
Whether you are updating your Last Will and Testament or dividing assets in a divorce, don't forget to address the "little" things. ...
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susanhartmanjd
- Oct 20, 2023
- 1 min
Trust Your IRA Planning
You got the message. You saved in an IRA so your savings are creditor protected. You saved in your 401(k), 403(b) or Simple IRA plan so...
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susanhartmanjd
- Oct 14, 2023
- 2 min
Incentive Trusts for Children and Adults
Are you concerned that leaving an inheritance to someone could have a negative effect? Consider using an Incentive Trust. An Incentive...
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susanhartmanjd
- Oct 5, 2023
- 2 min
Trust Your Insurance!
You’ve done a good job of preparing a financial safety net for your family. You worked with your financial advisor to ensure you own...
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susanhartmanjd
- Sep 16, 2023
- 1 min
The Power of Income Trusts... for mortgage qualification
Need more income to refinance or qualify for a mortgage? Too often the problem seems intractable. Especially when an increase in income...
24 views
susanhartmanjd
- Sep 3, 2023
- 2 min
Control Your Affairs!
Things change. You acquire “stuff”. You get married. You buy a home. You have children – fuzzy faced or not. You accumulated some...
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susanhartmanjd
- Aug 31, 2023
- 2 min
Estate Planning Documents- Who Needs It?
Everyone already has an estate plan. It's the one that the Florida Legislature has decided for you...by people who don't know you or your...
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