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...
Estate Planning
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....
How to manage digital assets in Florida
In today's modern world, an increasing number of assets and family heirlooms are going digital. Many people have sources of income online that their families don't know about. Additionally, thousands of family photos are stored online and shared on social media, which...
You’ll Be Surprised: When Is The Best Time To Plan Your Estate?
Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people start thinking about planning their estates when they reach retirement age. However, you might be surprised, even shocked, to know that the best...
Estate Plan Maintenance
Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and so should your plan. It is unreasonable to expect the simple will written when you...
Estate Planning
Because estate planning is about taking care of yourself and those you love, it doesn’t matter how much money you have. There’s no financial threshold you must meet in order to qualify for planning. The qualifications are simple and twofold: first, you must care about...