top of page
Search


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...
Jennifer Winegardner
Dec 17, 20213 min read


The Basics On NFTs: The Newest Cryptoverse Craze
NFTs, or “non-fungible tokens,” are the latest sensation in the cryptocurrency universe, or as some people call it the “Cryptoverse.” And...
Jennifer Winegardner
Dec 7, 20219 min read


FAQs About Long-Term Care Insurance
We are aging at a faster rate than ever before, and collectively we are living much longer too. In fact, by 2034, seniors (age 65 and...
Jennifer Winegardner
Nov 30, 20216 min read


10 Things You Should Know About Living Wills
You’ve heard the term “last will and testament,” which is just a “will.” But you may have also heard people talk about a “living will.” ...
Jennifer Winegardner
Nov 23, 20218 min read


Think You're Too Young To Need An Estate Plan? Think Again.
The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes...
Jennifer Winegardner
Nov 16, 20218 min read


2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly...
Jennifer Winegardner
Nov 4, 20215 min read


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...
Jennifer Winegardner
Oct 22, 20213 min read


A Not-So-Happy Accident: Bob Ross’ Estate Planning Failures Leave His Son With Near Nothing—Part 2
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for...
Jennifer Winegardner
Oct 13, 20219 min read


A Not-So-Happy Accident: Bob Ross’ Estate Planning Failures Leave His Son With Near Nothing—Part 1
You remember Bob Ross from the PBS series in the '80s, The Joy of Painting. Ross became a pop-culture icon who was as famous for his...
Jennifer Winegardner
Oct 6, 20218 min read


Estate Planning for Blended Families
Estate Planning for the Blended Family Balancing the needs of a multi-generational blended family with your own wishes can be a...
Jennifer Winegardner
Sep 29, 20212 min read


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...
Jennifer Winegardner
Jun 30, 20211 min read


Can you ask customers to wear a mask when they come in to your small business?
Customer K walks in with no mask..."I want to see the manager!"
Jennifer Winegardner
Nov 3, 20201 min read


I just need a simple will.
We get calls and questions from potential clients who just want a "simple will." They may believe without a complicated net worth, they...
Jennifer Winegardner
Jun 7, 20201 min read


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.
Jennifer Winegardner
May 1, 20200 min read


Operating you HOA during Covid-19 Emergency
Emergency authority to operate your HOA online
Jennifer Winegardner
Mar 20, 20201 min read


A new law could affect your retirement.
Is your retirement account affected by the new law?
Jennifer Winegardner
Jan 7, 20201 min read


The Best-Laid Plans Are Not DIY
Featured: Lisa Finn, Esq., LL.M. As an estate planner, I’m often asked about do-it-yourself estate plans. It shouldn’t be a surprise...
Jennifer Winegardner
Dec 2, 20191 min read


Your Florida HOA: Spotlight on Expired C&RS
When you think your C&Rs have expired, seek legal advice.
Jennifer Winegardner
Jul 29, 20191 min read


Everyone needs an estate plan.
Everyone needs an estate plan.
Jennifer Winegardner
Jun 27, 20191 min read


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...
Jennifer Winegardner
Apr 11, 20191 min read
bottom of page
