Author Archive

  • Jupiter library talk

    Kelly will be speaking on the topic of Advance Directives on March 10 at 2:00 pm at the Jupiter Library on Military Trail just south of Indiantown Road.  She will be describing what a Health Care Surrogate, Living Will, and general Durable Power of Attorney are and why they are important to have.

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  • Be wary of transferring ownership of assets to children

    You can’t have your cake and eat it too – at least not when it comes to Medicaid or even general estate planning.  Oftentimes parents will mistakenly transfer their assets to a child in the child’s sole name so that they may be eligible for Medicaid should the need arise at a later date, but […]

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  • Life insurance for child support

    Use testamentary trust to hold life insurance proceeds for the benefit of the children to guarantee future child support payments in case of death.

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  • Estate planning during divorce/dissolution

    Avoid unintended results from death or incapacity during divorce proceedings by updating your estate plan before final judgment.

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  • Estate Tax Update 2011

    Estate Tax Update 2011

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  • The Average Folks’ Guide to Wills, Trusts, Probate Seminar

    Educational estate planning seminar for regular folks.

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  • Jupiter Kiwanis

    Kelly will be speaking at the Jupiter Kiwanis meeting on Wednesday, October 20, 2010.  The meeting is held at Mangrove Bay in Jupiter from 12:00 to 1:00.  She will focus on common misconceptions in estate planning and the importance of health care documents.

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  • MDA Lockup

    “I’m going to jail!”  Kelly will be participating in the Muscular Dystrophy Association Jupiter Lockup at the Jupiter Outback Steakhouse on Sepember 23, 2010.  She needs to raise $3,200 in bail to help support a local child with muscular dystrophy.  If you would like to support the cause, please visit www.joinmda.org/jupiter10/kwright to make a tax-deductible donation.

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  • Pay-on-Death, Joint Tenancy, and Beneficiary Designations

    Did you know that assets you place in joint tenancy, or name a beneficiary for, are not subject to your Will?  In some circumstances, using these methods to get property to someone is appropriate; but many times, it can mess up a carefully executed and balanced estate plan.  Joint bank accounts are equally available to […]

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  • Florida Homestead

    Did you know that the Florida Constitution places restrictions on what you can do with your home during life and at death?  Many people know about the ad valorem tax benefits of Florida homestead – such as the Save Our Homes appreciation cap and various tax deductions – as well as the creditor protection offered […]

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