Page 10 - Jupiter Ocean Mile - September '19
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Page 10, Jupiter Ocean Mile
Financial Focus
Estate Plans Can Help You want to name a guardian to take care of your children if you money for your family. But as part of your estate plans, you
Answer Questions About The are not around. You also might want to name a conservator do have some appealing options. For example, you could
– sometimes called a “guardian of the estate” – to manage establish a charitable lead trust, which provides financial
Future any assets your minor children might inherit. support to your chosen charities for a period of time, with the
• Will there be a fight over my assets? Without a solid remaining assets eventually going to your family members. A
By Sally Sima Stahl estate plan in place, your assets could be subject to the time- charitable remainder trust, by contrast, can provide a stream
The word “estate” conjures consuming, expensive – and very public – probate process. of income for your family members for the term of the trust,
images of great wealth, which During probate, your relatives and creditors can gain access before the remaining assets are transferred to one or more
may be one of the reasons so to your records, and possibly even challenge your will. But charitable organizations.
many people don’t develop with proper planning, you can maintain your privacy. As one As you can see, careful estate planning can help you
estate plans – after all, they’re possible element of an estate plan, a living trust allows your answer many of the questions that may be worrying you.
not rich, so why make the property to avoid probate and pass quickly to the beneficiaries Be aware, though, that certain aspects of estate planning,
effort? In reality, though, if you’ve named. especially those related to living trusts and charitable trusts,
you have a family, you can • Who will oversee my finances and my living situation can be complex, so you should consult your estate-planning
probably benefit from estate if I become incapacitated? You can build various forms attorney or qualified tax advisor about your situation. But
planning, whatever your asset of protection into your estate planning, such as a durable once you’ve got your plans in place, you should be able to
level. And you may well find power of attorney, which allows you to designate someone face the future with greater clarity and confidence.
that a comprehensive estate plan can help you answer some to manage your financial affairs if you become physically This article was written by Edward Jones for use by
questions you may find unsettling – or even worrisome. or mentally incapacitated. You could also create a medical your local Edward Jones financial advisor. Edward Jones,
Here are a few of these questions: power of attorney, which allows someone to handle health its employees and financial advisors cannot provide tax or
• What will happen to my children? With luck, you (and care decisions on your behalf if you become unable to do so legal advice. You should consult your attorney or qualified
your co-parent, if you have one) will be alive and well at least yourself. tax advisor regarding your situation.
until your children reach the age of majority (either 18 or 21, • Will I shortchange my family if I leave significant Call me for a free portfolio review at (561) 748-7600,
depending on where you live). Nonetheless, you don’t want assets to charities? Unless you have unlimited resources, Sally Sima Stahl, AAMS, 1851 W. Indiantown Road, Ste. 106,
to take any chances, so, as part of your estate plans, you may you’ll have to make some choices about charitable gifts and Jupiter, FL 33458.
Van Halen ‘Completely Unchained’ Tribute Band Entertains
At Rock And Roll Summer Concert At Downtown
Report and Photos by
Penny Sheltz
“Completely
Unchained” is the only
complete Van Halen
tribute to the entire Van
Halen catalog. All the
lights, the sound, the
magic, and most of all
the spirit that captures
every era of Van Halen
are present. They know
all of the classic hits, from the Sammy Hagar years, to David
Lee Roth’s greatest solo hits.
Completely Unchained rocked the stage at Downtown
In the Gardens with one amazing fun-filled, family-friendly
show.
All ages were dancing the night away, jumping to
Completely Unchained – simply the best and most complete
Van Halen show ever.
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