How to Pass Down Your Family Wealth Legacy During The Holidays
You probably know (but may not have given much thought to) the most important inheritance you provide. It's so much more than the money...
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Jennifer Winegardner
- Oct 22, 2021
- 3 min
How Estate Planning Can Bring Blended Families Closer
Yours, mine and ours … in today’s modern family, it’s common. The blended family is the product of a second (or third) marriage where one...
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Jennifer Winegardner
- Jun 30, 2021
- 1 min
Why do we avoid making a Will? Many people think they are too poor to have an estate or estate plan.
Whether it's refusal to admit mortality or feeling too broke to either need a will or be able to pay for one, a lot of people avoid the...
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Jennifer Winegardner
- May 1, 2020
- 0 min
It's time to look at your estate plan.
You've done everything during quarantine beside plan for your future. Now is the time to do that.
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Jennifer Winegardner
- Jan 7, 2020
- 1 min
A new law could affect your retirement.
Is your retirement account affected by the new law?
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Jennifer Winegardner
- Jun 27, 2019
- 1 min
Everyone needs an estate plan.
Everyone needs an estate plan.
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Jennifer Winegardner
- Apr 11, 2019
- 1 min
They Won't Back Down
First Aretha, then Prince. Now it appears Tom Petty's estate is in trouble. He created a trust, but he also created a problem when he...
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Jennifer Winegardner
- Mar 14, 2019
- 1 min
The Swiss Army Knife of Planning
"I understand why people would be nervous to transfer the title of their home to a trust, it feels like you're just giving your property...
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Jennifer Winegardner
- Sep 29, 2018
- 1 min
Rest in respect, Queen.
The New York Times reported that Aretha Franklin left no will when she died last August at the age of 76. That doesn’t mean that...
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Jennifer Winegardner
- Sep 24, 2018
- 1 min
Estate Planning: Women and Wealth
We've done the research here: https://www.winegardnerlaw.com/blog/women-are-about-to-control-a-massive-amount-of-wealth-but-can-t-find-an...
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Jennifer Winegardner
- Sep 24, 2018
- 1 min
Estate Planning: Special Needs Trusts
The team at WLF is getting the conversation started with financial professionals to share ideas on getting and keeping assets under...
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Jennifer Winegardner
- Jul 10, 2018
- 1 min
Your Florida Title: Spotlight on Marital Property
The Florida Constitution restricts a property owner's ability to give his or her property to his heirs under a will if the property is...
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Jennifer Winegardner
- Jul 7, 2018
- 1 min
Women are about to control a massive amount of wealth but can't find anyone to manage it.
https://www.marketwatch.com/story/women-are-about-to-control-a-massive-amount-of-wealth-but-cant-find-anyone-to-manage-it-2017-05-12 Meet...
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Jennifer Winegardner
- Jun 8, 2018
- 1 min
Women are about to control massive wealth...
Women are expected to control two-thirds of private wealth in just three years, and yet not even a third of personal financial advisers...
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