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Five Estate Planning Mistakes People Make

People spend the first half of their lives trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in…

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communicating estate plan to family

Discussing Your Estate Plans With Family

A comprehensive estate plan is vital to achieve a successful transfer of wealth to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and…

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estate plan wealth transfer

Preserving Wealth and Your Estate Plan

Careful planning is vital if you wish to protect your inheritable legacy so that its aggregate will exist for future generations. There are always generational differences of opinion as to how best to live and behave in the world. Millennials…

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What Is Probate and How To Avoid It

While a variety of family circumstances can increase the risk of intra-family litigation, there are two main reasons. The first is when families disagree with how to handle a mentally incapacitated family member. The other is when, after death, disagreements…

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estate plan vacation home

Keeping Your Vacation Home in the Family

Spending time with loved ones and making memories in a family vacation home is the joy of such properties. Usually there is a desire to preserve the home's ownership within the family system for generations to come. Yet, even seemingly…

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A Guide for Understanding the Probate Process

Probate is the legal process of handling the estate of someone who has passed, where an executor assists in the distribution of the assets, clearing any debts, and finalizing any taxes owed in accordance with the will. To begin probate, a…

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How to Include Cryptocurrency in Your Estate Planning

According to Florida Today, 46 million Americans own the well-known crypto asset, Bitcoin and the number of people owning cryptocurrency is growing steadily. Bitcoin was created in January 2009 by Satoshi Nakamoto as a peer-to-peer electronic cash system. This digital…

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A Trust for Your Beloved Pet

A pet trust makes it possible for you to continue to provide for your pet when you have passed. A pet trust is a legal arrangement that will specify how to care for and take care financially of your beloved…

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