Investing in life insurance is a foundational part of estate planning and, when done right, it is a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you are investing to protect…
Being a single parent is a huge responsibility, even if you do share time with a parenting partner, and especially so if you do not. Regardless, as a single parent, your children’s lives are now largely in your hands. So, what would happen to them if something happened to you?
You may have heard of a revocable living trust (RLT) or seen the term referenced in one of our prior articles, but what exactly are they, who is affected by them, how can they be changed, and what do they accomplish? What Are They? Trusts, which are legal entities that hold title to property for…
Selecting the right entity for your company is one of the most critical decisions you can make as a business owner.
Learn more about the importance of estate planning for same-gender couples in Florida and the consequences of failing to plan ahead.
IS YOUR ESTATE PLAN UP TO DATE? This year, Estate Planning Awareness Week runs from October 17-23, 2022, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up to date. We hope you already understand the importance of…
If you are a parent of minor kids in Florida, you want to ensure that your children will always be taken care of by the people you want, in the way you want, no matter what happens to you.
Unfortunately, Heche did not leave behind a formal will or a definitive plan for her sons or her estate. Now, her family is left in conflict without clear direction moving forward.
Still putting off your estate planning? I hope that after reading my last blog article you are starting to think more about getting started with your Florida estate planning. Last week, I talked about the first two reasons why you should have an estate plan in place: 1) to avoid probate; and 2) to…
Once you understand exactly how planning is designed to work and what it protects against, you will realize there is no acceptable excuse for not having a plan.