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What are Mistakes to Avoid with Beneficiary Designations?

August 12, 2022
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
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Why Do I Need a Will?

August 11, 2022
An estate plan, including a will and other important documents, is good preparation, especially for caregivers of people with special needs.
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Why You Need a Digital Asset Estate Plan

August 10, 2022
Amid the rise of digital estate planning startups are ethical debates about what should happen to digital lives living on the cloud. These private and sometimes intimate exchanges will live on, long after their creators have passed. Do you want your descendants to get to know you through a chatbot created by using social media, messages and voice recordings?
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Are Testamentary Trusts a Good Idea?

August 9, 2022
A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
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What If Your Spouse Refuses Estate Planning?

August 8, 2022
I’m looking for guidance on where to start with planning, in case something happens to me or my spouse.
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Can Estate Planning Reduce Taxes?

July 29, 2022
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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What are Big Mistakes to Avoid in Florida Estate Planning?

July 28, 2022
Florida estate planning is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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What Happens to Stock Options when Someone Dies?

July 28, 2022
No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
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What Is a Marital Trust?

July 27, 2022
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
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Who Should Be Your Executor?

July 26, 2022
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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Jupiter, FL 33458

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