Have you recently received an inheritance? Be mindful that an inheritance is not to be taken lightly and is a big deal. It does not matter whether you were expecting it or not, inheriting money should be taken seriously. The amount does not matter, what matters is that you need to be sure that you
Do you know how to navigate your estate plan properly this tax season? Creating a comprehensive Florida estate plan is important but to add concerns about taxes may be a bit overwhelming. We find that many of the clients we assist know how important creating a Florida estate plan is for themselves and their families.
Are you looking forward to expressing your love to your family during the month of February? Instead of the traditional gifts of chocolates and jewelry, how about with a Florida estate plan? As you think of your future and the future of your children a Florida estate plan can show your family how much you
Have you ever considered legacy planning as a loving gift to your family on Valentine’s Day? What is legacy planning? It works together with estate planning to help you prepare how you will pass on your property and assets, both tangible and intangible, to your loved ones. There are, of course, many ways that you
As the New Year begins, are you reflecting on your time spent with your family during the holidays, wanting to be sure you and your family are safe both now and in the future? Are you planning to update your Florida estate plan in the New Year? What do you need to do first? As
Did you know that research tells us that less than 50% of all Americans have taken the step to protect themselves, their families, and their legacies with an estate plan? Did you know that planning for the end of life is incredibly important? Are you aware that if you pass away without an estate plan