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We Want to Draft Your Legacy

What’s the Best Way to Make a Life Insurance Claim?

July 3, 2020
There might be a time in your life when someone you know pulls you aside at a family gathering and says that you’re the designated beneficiary of their life insurance policy.
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How Should I Take My Pension?

July 2, 2020
If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.
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How Do I Avoid the Three Biggest Estate Planning Mistakes?

July 1, 2020
Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money.
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Will There be a Will Contest Regarding Carole Baskin's Long-Missing Husband?

July 1, 2020
A county sheriff in Florida is declaring that the will of Don Lewis — Carole Baskin's long-missing husband — was forged.
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What You Should Know about a Constructive Trust

June 30, 2020
A constructive trust isn’t a trust in the traditional sense. For example, if you were creating a revocable living trust there are certain steps you’d need to take, including drawing up the trust document, naming a trustee, choosing beneficiaries and transferring property or other assets to the trust. This type of trust could be used to manage your assets during your lifetime and beyond, on behalf of your beneficiaries.
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Update Your Jupiter Will at These 12 Times in Your Life

June 26, 2020
It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.
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What You Need to Know about Florida Trusts

June 25, 2020
Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.
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Can Kobe Bryant’s Widow Amend Trust?

June 24, 2020
Vanessa Bryant has filed legal docs to protect all of her children.  She is asking a judge to amend Kobe's trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.
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What Is a Florida Power of Attorney?

June 23, 2020
One essential component of your financial plan involves designating power of attorney to someone you trust, in case you are incapacitated or unable to complete a task on your own.
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What Should I Keep in My Safety Deposit Box?

June 22, 2020
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
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