Serving South Florida Since 1974
When doing your estate planning, it is important to realize that your beneficiaries are individuals with often wildly disparate skill sets, strengths and weaknesses. What may be an appropriate bequest for some heirs may be quite inappropriate for others. Not everyone...
Divorce marks the end of a marriage. If you’re facing this life transition, it means that it is time to reevaluate your legal and financial affairs. This includes your will. You’ll need to make changes based on your new situation. The following are some important...
Studies consistently find that most people don’t have an estate plan in place. They do tend to develop these plans more often as they grow older. Many retired individuals, however, don’t have a plan yet either. What are some reasons why people continue to put off this...
A living will is a legal document that outlines your desires for medical treatment when you are unable to effectively communicate your wishes. It allows you to specify your preferences for life-sustaining treatments, organ donation, pain management and more when you...
Digital estate planning, a relatively new but increasingly important aspect of estate management, is crucial in the age where the lives of most Americans are increasingly intertwined with the digital world. This planning process involves organizing and making...
Estate planning can be complex, but smart financial decisions can lead to significant tax savings. One smart move is to maximize tax deductions on your estate through strategic charitable giving. A key benefit of charitable giving is the charitable deduction, allowing...
Trusts are versatile tools and can serve various purposes, from protecting assets to ensuring that they're distributed according to one's wishes after passing. They’re created by the grantor, held by the trustee and distributed to the beneficiaries. An estate plan...
Creating an estate plan is the smart and responsible thing to do. However, to ensure a smooth transfer of assets and that your wishes are carried out, you must have the right documents. Learn about the essential documents for your estate plan here. A Will A will is...
Many Floridians have relocated here from states farther north. Some wait until their retirement years and make their winter or vacation home their permanent one. Others relocate with their company or simply on their own if they have the kind of job they can do...
Estate planning is an incredibly important and complex process. It allows you to make plans for the future, pass your assets on to your heirs and generally provide guidance to your family concerning your wishes and priorities. When you pass away, this plan can help...