The new year often leads many people to do things they've put off for months. Some may use January's arrival as an excuse to make dietary changes or clean a Florida home. Why not start the new near with some estate planning? Anyone who never formally engaged in estate...
Your Family. Our Purpose.
Month: January 2021
Why beneficiary designations matter
It takes time and hard work to create wealth, yet a simple oversight could leave your nest egg in the hands of someone you don't intend, like an ex-spouse or estranged relative. The start of a new year is a good time for resolution and for tidying up your affairs....