Mark A Schaum, P.A

Mark A Schaum, P.A Estate planning, wealth transfer, and charitable planning including tax planning for individual inco

That’s about right
06/15/2023

That’s about right

11/10/2021

As Veteran's day approaches, I feel compelled to remind everyone that just because a soldier returns from the war zone doesn't mean that the battles are over.
Who's got my six?
I'm going to make a bet, without being pessimistic, that out of my hundreds of friends, that less than 5 will take the time to put this on their wall. You just have to copy it from my wall and paste it to yours. Then type done on my wall. I've done this for a friend to spread Awareness of Post Traumatic Stress Disorder. We lose approximately 22 Veterans a day to PTSD. More needs to be done to help Veterans in need. 🇺🇸
Veterans Crisis Line 1-800-273-8255

04/27/2021

One day, when Covid is left behind, I'd like to have a drink with the people who like this post. A martini, glass of red wine, white wine, whiskey, a beer, a tequila, champagne, coffee, tea, hot chocolate, lemonade, water, whatever you choose!
All you have to do is accept this invitation and copy it to your page. I'm curious to know who the first twenty people will be. PS If you don't copy it on your page it's not worth it... so who's in? 🫖🍹🧋🍷 🍻🍸🥃🥤☕️
I'm in!
Cheers!!! 🥂

Check out my new blog post on the precautions you can take to ensure your wishes regarding medical treatment are followe...
11/17/2020

Check out my new blog post on the precautions you can take to ensure your wishes regarding medical treatment are followed in the event you are diagnosed with COVID-19.

By Samantha Schaum, J.D. The spread of coronavirus (COVID-19) has raised new healthcare concerns that did not previously exist. As of November 16, 2020, the United States has recorded more than 11 million new cases of the virus, and outbreaks continue to rise throughout the country. In addition to d...

Thank you Mr. Seltzer! I have the best clients 🙏 😄
11/10/2020

Thank you Mr. Seltzer! I have the best clients 🙏 😄

Today is the big day! I’m working the polls from 7AM- 7PM. Make sure to do your civic duty and  !
11/03/2020

Today is the big day! I’m working the polls from 7AM- 7PM. Make sure to do your civic duty and !

Happy Monday! Check out the most recent article on my blog about the SECURE Act. The Act creates more options to save fo...
11/02/2020

Happy Monday! Check out the most recent article on my blog about the SECURE Act. The Act creates more options to save for retirement, but also has some setbacks for beneficiaries of 401(k)s and IRAs.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act recently took effect on January 1, 2020. The purpose of this legislation is to improve America’s retirement system by creating more options to save for retirement and to make it easier for businesses to offer retirement plans t...

Have a Safe and Happy Halloween! 🎃  

10/30/2020

Have a Safe and Happy Halloween! 🎃 


Throw Back Thursday!   For many of my clients, protecting loved ones is a priority. A proper estate plan can provide pea...
10/29/2020

Throw Back Thursday!

For many of my clients, protecting loved ones is a priority. A proper estate plan can provide peace of mind by ensuring you have nominated guardians for your children and your assets are passed down according to your wishes. 😊

Many families don’t do proper estate planning because they don’t believe that they have “enough assets” or believe that ...
10/28/2020

Many families don’t do proper estate planning because they don’t believe that they have “enough assets” or believe that their children will be able to divide their assets by themselves. If you don’t make proper legal arrangements for the management of your assets and affairs after your passing, the state’s intestacy laws will take over upon your death or incapacity. This often results in:

* The wrong people receiving your assets
* Higher estate taxes
* Your estate undergoes probate- an expensive, public, court-supervised proceeding
* Assets may remain in possession of the court for a long period of time before beneficiaries receive them
* Family feuds over property
* Minor children are left without a guardian of your choosing
* Your wishes regarding medical decisions may not be carried out if you have not left legally valid directives

This information does not constitute legal advice. It is for the convenience of the reader and is for general informational purposes only. Use of any information on this site does not create an attorney-client relationship. No reader should act without first seeking legal advice from counsel.

I’m grateful for great clients! Thank you for the kind words, Stuart 🙏🏼
10/27/2020

I’m grateful for great clients! Thank you for the kind words, Stuart 🙏🏼

Every adult can benefit from having an estate plan, regardless of wealth. You don’t need to have substantial financial a...
10/26/2020

Every adult can benefit from having an estate plan, regardless of wealth. You don’t need to have substantial financial assets or be elderly to start planning.

An estate plan ensures that anything you own at death is distributed according to your wishes. It also involves strategies to minimize potential estate taxes and to coordinate what would happen with your home, investments, business, life insurance, employee benefits and other property in the event of death or disability.

A good estate plan also includes directions to carry out your wishes regarding health care decisions in the event that you cannot give the directions yourself.

Estate plans are especially important if you are married and/or have children. If you want to ensure your loved ones are taken care of, having an estate plan is essential.

Address

6501 Congress Avenue Suite 100
Boca Raton, FL
33487

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15617507575

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