Mar 13, 2025 | Estate Planning
Estate planning is one of the most important steps you can take to protect your future, yet many people put it off or assume their current plan covers everything they need. Unfortunately, even small mistakes can lead to costly consequences for you and your loved ones....
Feb 19, 2025 | Estate Planning
Have you recently gone through a divorce later in life? A gray divorce, one that occurs after the age of 50, brings significant life changes and your Florida estate plan should reflect your new circumstances. Whether your goals have shifted, your assets have changed,...
Jan 15, 2025 | Estate Planning
Have you been thinking about starting the year off right by ensuring your Florida estate plan is in order? The beginning of a new year is a time for fresh starts and important decisions. It is also the perfect moment to revisit your estate planning goals to ensure you...
Dec 23, 2024 | Estate Planning
As the year draws to a close, now is the perfect time to take a closer look at your Florida estate plan and ensure everything is in order. Life changes, legal updates, and financial adjustments throughout the year can impact the effectiveness of your plan. By...
Dec 11, 2024 | Estate Planning
The holiday season is more than just a time for giving; it is an opportunity to reflect on what truly matters: family, love, and legacy. While toys, gadgets, and holiday treats bring momentary joy, many Floridians are considering how to make their holiday gifts more...
Oct 9, 2024 | Estate Planning
Do you have a loved one with Down Syndrome? Did you know that National Down Syndrome Awareness Month is in October? This month provides an essential reminder that it may be a good time to create an important and financially stable future for your loved one with Down...
