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Monthly Archives: January 2022

Checkbook

Do You Need A Payable On Death (POD) Bank Account As Part Of Your Estate Plan?

By Legacy Protection, LLP |

When setting up a bank account, you have the option of choosing beneficiaries to whom the remaining funds will automatically transfer in the event of your death. This is known as a “payable on death” (POD) bank account. Many people open payable on death bank accounts as part of their estate plan because the… Read More »

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SeniorIncapacity

4 Essential Tools To Plan For Incapacity In Florida

By Legacy Protection, LLP |

Incapacity refers to a person’s lack of physical and/or mental ability to make important decisions or perform activities of daily living. When a person becomes incapacitated, they can no longer manage their own affairs or maintain their own physical well-being. For this reason, they need someone to make healthcare and financial decisions on their… Read More »

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EstPlan14

Why Should I Avoid Intestate Succession (Dying Without A Will) In Florida?

By Legacy Protection, LLP |

Many Florida residents put off estate planning until it is too late. Of course, some people reason it does not matter anyway. After all, doesn’t Florida law decide what happens to a person’s property after they and do not leave a will? For many people, they figure it is just easier to let the… Read More »

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