Estate Planning

Proactive Estate Planning Measures You Can Take to Prevent Disputes Over Your Will

Were you aware that one of the key concerns people have when considering Florida estate planning and the drafting of…

2 months ago

What Do You Need to Potentially Know About The Corporate Transparency Act?

Were you aware that the Corporate Transparency Act (CTA)  went into effect on January 1, 2024? This Act represents a…

4 months ago

What Should I Know If I Am a Beneficiary of a Trust Agreement?

Have you just been informed that you are a beneficiary of a trust agreement? Are you familiar with what a…

7 months ago

Do I Need a Florida Durable Power of Attorney If I Am Married?

Do you have a Florida power of attorney? Are you wondering what it is?  A power of attorney (POA) is…

7 months ago

Finding the Right Fiduciary for Your Estate Planning Goals

When you consider the future and your estate, have you realized that a solid foundation is critical for a well…

8 months ago

Key Estate Planning Tips for Consideration in Digital Asset Management

Are you aware that in this digital age, Florida estate planning has become more complex? One reason is because of…

9 months ago

Safeguarding Your Legacy by Avoiding Common Mistakes in Will Creation

Did you know that creating a last will and testament is an essential and often overlooked aspect of responsible lifetime…

9 months ago

When Should You Initiate Your Estate Planning Process?

Are you currently living in Florida? Are you healthy, with a growing family, active lifestyle and thriving business? However, have…

10 months ago

Preparing for Summer Adventures: Essential Estate Planning Checklist for Travelers

Summer is here, are you ready to travel? Are you staying close to home? Or are you traveling to another…

10 months ago

When Is The Best Time to Complete Your Florida Estate Plan?

Do you have a Florida estate plan? Are you aware that it is a critical tool that all adults living…

11 months ago