In Florida, estate planning and charity are important to consider together. Positioning your estate for wealth creation, retirement and later death should also include a plan for giving. How much you give is a personal matter, but you have no limits. Florida laws...
Your Family. Our Purpose.
Month: November 2021
Accounting for digital assets in your estate plan
Almost everyone in Florida has some digital assets that are not tangible, meaning they can only be accessed online. Some digital assets have monetary value while others are just highly sentimental. When you are in the process of planning your estate, it’s important...
Estate planning revisions following a divorce
Few events are as life-changing as a marriage ending. While it may represent a sad milestone, proactive steps are paramount to ensure that the brand new chapter in your life reflects your estate planning objectives. An estate plan is a snapshot of a specific time and...