When Should You Make A Will? Julie Answers Question on FOX News

By:  Julie Frey 

Today, I was given the opportunity to appear on Fox 35 News Good Day Orlando and answer commonly asked questions about wills in an interview with Ryan Elijah. Fox reported that although it’s essential to legally protect your loved ones and even your assets,  it turns out that 64% of us don’t have a Will. That is a shocking number because if we don’t create a Will, our families will be the ones to suffer. I tell my clients that as soon as they own anything, such as a bank account, a house, a car, they should create a Will. I have witnessed situations where a person did not create a Will in time and it left the family in disarray, which we helped to sort out. I have also seen situations where a person drafted their own Will through a form but did it incorrectly, so the Will was invalid, and the intended beneficiaries did not inherit the assets. In one case, the assets went to the State of Florida. To watch the video, click here. Thanks Fox 35 News for covering such an important topic! read more

Are You Prepared for Your Aging Parents?

By Norma Stanley

Clients often ask me how and when to prepare for their aging parents. While dealing with this can be trying — emotionally and financially — you can make the process much easier if you begin to prepare before your parents face serious health problems. Some of the first steps to take include: assessing your parent’s financial situation, determining your parent’s concerns and talking about their estate planning. To find out more, click the image below. read more