Estate Planning Now Can Prevent Mishaps Later

Estate Planning

Many people put off their Estate planning, and it’s often a mistake. It’s an easy point – prior planning will prevent mishaps later. Do you need a will, or is a trust a better option? Do you need to transfer assets now, or is it better to wait? Answering these questions now will prevent headaches … Read more

Wills and their Importance

Wills are an important part of everyone’s planning.   They are easy to prepare. And they are simple to revise. Once made, you have outlined how your assets should be distributed. But without one, you may be leaving it to chance. Florida, like all States, has something called “intestacy” laws. These laws outline how assets are … Read more

Estate & Trust Planning

There are different types of trusts, and each serves a unique purpose. It's important to know the differences.

Estate & Trust planning is an important thing to consider. There are different types of trusts, and each serves a unique purpose. It’s important to know the differences.     The most commonly used trust in estate & trust planning is a Revocable Trust.  This type allows a person to create a trust, with the … Read more