Aug 9, 2022 | Blog, Estate Planning
Are you considering whether to add a trust to your estate plan? What is your goal for adding a trust to your estate plan? Are you familiar with what they can do for your estate and thus are considered one of the most useful estate planning tools: They can keep an...
Apr 26, 2022 | Blog, Estate Planning
Are you one of the many creative people who enjoy do-it-yourself projects? Do you take pride in hanging your own wallpaper, laying your own tile floor or sewing your own wardrobe? How about a do-it-yourself estate plan? Is it better to have a DIY estate plan than to...
Feb 22, 2022 | Blog, Estate Planning
Are you contemplating remarriage? If the answer is yes, are you also thinking about the impact on your estate planning? We would like to share with you three essential points about estate planning and remarriage that you may need to understand and discuss with your...
Jan 11, 2022 | Blog, Estate Planning
The month of January is underway and we know many Floridians are focusing on how they will reach the resolutions they set, how about your resolutions? What did your resolutions focus on? Work or health or family or all three? Did you include creating an estate plan...
Nov 23, 2021 | Blog, Estate Planning
Do you stay up to date with tax laws? Do you have a Florida estate plan? Are you aware of the importance of any changes in the tax laws and the potential impact they could have on your estate plan? It is important to have a strong relationship with an experienced...
Oct 12, 2021 | Blog, Estate Planning
Did you know that Estate Planning Awareness Week is recognized in October? For everyone who wants to help ensure their wishes are respected in the event of temporary incapacitation or upon their death, estate planning can be critical, especially during the Covid-19...
