Planning your estate is not just a good option — it is a matter of securing your legacy and your overall wellness in your late years. Better late than never is a fine adage, but it can lead to procrastination on important filing like a guardianship. It may leave you...
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Is it time to edit your estate plan?
Florida residents like you work hard on your estate in life. It makes sense to work hard on your estate plan, too. But do not make the mistake of thinking you can work on it once and forget about it. An estate plan must constantly change and evolve to suit your life....
The role of charitable trusts in estate planning
Many people wish to leave a legacy of their wealth to a favorite philanthropic organization. A charitable trust is an effective way to accomplish this. One important consideration concerns the decisions on where the money should go. A second consideration involves the...