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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