If you intend to leave assets to your loved ones, then you probably want a smooth transition of wealth so that your named heirs and beneficiaries can enjoy those assets as soon as possible. Ensuring a smooth transfer can also reduce costs that will otherwise be...
Helping You Fulfill Your Family’s Plan For Life And Beyond
Estate Planning
Top reasons to plan your estate as a young adult
A lot of people make the mistake of thinking that estate planning is reserved for the elderly. The truth is that if you wait until you’re older to create your estate plan, then you’ve waited too long. Delaying in the creation of your estate plan could put you, your...
Top reasons to plan your estate as a young adult
A lot of people make the mistake of thinking that estate planning is reserved for the elderly. The truth is that if you wait until you’re older to create your estate plan, then you’ve waited too long. Delaying in the creation of your estate plan could put you, your...
How can you talk to your parents about estate planning?
A lot of people make the mistake of putting off estate planning until it’s too late. They don’t see the need for the process when they’re healthy, and when they fall ill they may not have the requisite mental capacity to create legally binding estate planning...
Helping a loved one with Alzheimer’s engage in estate planning
Alzheimer’s disease is a terrible condition that can slowly lead to dementia and other health-related issues. As a result, those who suffer from the disease often exhibit extreme memory loss as well as speech issues, disorientation, and mood swings. The disease can...
How to amend or revoke a will in Florida
We’re human, and as such, we will change our minds from time to time. These can be small changes of decisions, such as deciding to go with the soup rather than the salad at dinner. Or they can be a major change of decision, such as deciding to change part of your...
Help in picking the right trustee
When you finally take the step to finishing up your estate plan, you likely will have at least one trust as part of it. And, while you will likely task someone within your friend or family circle with some responsibilities within your estate plan, one task you should...
How you can restrict estate access to ensure longevity
You’ve worked hard to accumulate your wealth and set your loved ones up for success. As a result, you may want to ensure that you create an estate plan that effectively protects that wealth and provides long-term stability to those who intend to inherit from you....
What happens to your social media after death?
They say nothing is guaranteed except for death and taxes, but what about social media? Does that last forever too? What happens to your social media after death? And, if they do last after we die, should we plan for them in our estate plans? Facebook Facebook offers...
Federal estate tax can hit unwary wealthy Floridians
Wealthy Floridians will want to pay attention to an important component of estate planning: the estate tax. While the estate tax does not affect everyone, those of greater wealth could find the value of their estate is lowered due to the estate tax if they do not...
