Tag: Beneficiary Designations

We Want to Draft Your Legacy

Why Is Estate Planning more Complicated with a Florida 'Gray Divorce'?

April 14, 2020
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.
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What are the Main Jupiter, FL Estate Planning Mistakes to Avoid?

April 10, 2020
Maintaining a valid and current estate plan is vitally necessary in order to ensure the efficient and orderly dispersion of assets after a person dies. However, even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.
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Surprising Ways Beneficiary Designations Can Damage a Florida Estate Plan

April 3, 2020
During the estate planning process, these beneficiary designations are reviewed to ensure that the beneficiaries are correct, and that the distribution of these assets conforms with the client’s intended estate plan.
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