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Second Marriage? Appoint a Professional Successor Trustee
In this video, Cindy discusses why appointing a professional – instead of your spouse or a family member – is generally the best option in second marriage/blended family situations. Other articles/videos you may find interesting: What Happens if I Die Without a Will? Does Mom …
Stepped-up Cost Basis: A Beautiful Thing
Getting a stepped-up cost basis on inherited assets allows you to save taxes when the asset is later sold. For instance, if your father bought a stock at $10 per share, and it’s now worth $100 per share, if he sells that stock while he’s …
Being a Successor Trustee or Personal Representative is Your JOB
In this video, Cindy discusses the legal responsibility of treating your duties as a successor trustee and/or personal representative as a job that’s just as important – if not more – than anything else going on in your life. Other articles/videos you may find interesting: …
Being a Personal Representative
I read this article not long ago and thought it was worth sharing instead of writing something similar. This is one person’s account about serving as personal representative for an elderly friend when he died, and some real-world advice for those who agree to serve: …
The Importance of Obtaining Date of Death Values
In this video, Cindy discusses why date of death values for certain types of assets are needed, and the importance of obtaining then as quickly as possible. Other articles/videos you may find interesting: Safe Deposit Box Problems Don’t Lose Your Original Will! Ready to make …
How Prenups and Postnups Affect Estate Planning
Second and third marriages are pretty common today for many reasons, so it’s not unusual for a married couple to say to me, “Neither of us needs money from the other when we die – we each want our own assets to go to our …
Dying with a Minor Child, No Spouse, and No Will
In this video, Cindy discusses what happens when an unmarried person dies without a Will and the only heir is a minor child. Other articles/videos you may find interesting: Why Would I Need a Durable Power of Attorney? Preparing to Meet with an Estate Planning …
Important Facts about your Veterans’ Burial Benefits
While you may qualify for certain VA veterans burial benefits, they don’t come automatically. Generally, they must be requested in writing well ahead of the time they’re needed. According to a brochure provided by Dignity Memorial, here are some important things you need to know: …
How Do I Sell Dad’s Guns?
There are a lot of gun owners here in Florida, so this question comes up a lot when someone dies. Selling a non-NFA firearm (the “regular” guns like handguns, shotguns, and rifles that don’t require an ATF tax stamp) is pretty easy, but my friends …
The Problem with Single Shot Gun Trusts
There are many reasons people would like to hold their NFA firearms (such as silencers, machine guns, short-barreled rifles, short-barreled shotguns, etc.) in a gun trust. See more information about that here. So, as a very clever marketing gimmick, a very popular silencer company came …



You wonder whether your granddaughter will think of you fondly when you’re not around anymore.
You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.
Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.