estate planning

About Wills Did you know that the majority of Americans do not have a will? It’s true! The number of US households with a will has been steadily declining. But (more…)

Many believe a substantial portfolio is necessary for an estate plan, but your most valuable asset is your autonomy over your own decisions. About 9 years ago, I had a (more…)

Not having an estate plan is a failure to launch.  The time to plan is now!  Here’s a quick guide to key estate planning steps tailored to all millennials out (more…)

If you’ve recently lost a loved one or been appointed as a Personal Representative of a loved one’s estate, your grief and the tasks ahead can be overwhelming. It’s important (more…)

A recent study by two non-profits found that a record 102 million American adults either lack life insurance or don’t have enough coverage. Misunderstandings about costs and types of policies are (more…)

Memorial Day weekend signals the beginning of summer and backyard barbecues. Although a cookout may be casual, good planning is crucial. This is true for estate planning, too. A little (more…)

True or False:Estate or Inheritance Tax in Florida is higher than the national average. False.Thankfully, there is no state inheritance tax in Florida.  True or False: If you inherit money (more…)

Believe it or not, it isn’t easy to disinherit your spouse. You can’t cut your spouse out of your estate unless they agree in a Prenuptial or Postnuptial Agreement. Even (more…)

February 19, 2024, is President’s Day.  This is a great time to learn some lessons from our forefathers’ estate planning experiences. George Washington: Lessons for a Blended Family Washington, a (more…)