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susanhartmanjd
Dec 7, 20233 min read
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, 20232 min read
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, 20233 min read
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, 20231 min read
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...
5 views
susanhartmanjd
Oct 14, 20232 min read
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, 20232 min read
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, 20231 min read
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, 20232 min read
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, 20232 min read
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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