skip to Main Content
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…

Read more
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…

Read more

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…

Read more

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…

Read more

Estate Planning for the LGBTQIA+ Community

To protect our loved ones and our assets, estate planning is important to any individual regardless of orientation. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your…

Read more

Plan Your Final Wishes

The importance of making end-of-life preparations cannot be stressed enough. Many put off making these plans thinking there is always time. The sad reality is that none of us are guaranteed time. Others may be bothered by the thought of…

Read more

Is It Enough to Have a Will?

An estimated 50% of Americans do not currently have a will. While a will is a necessary document that every person who owns assets should have, it is still a relatively simple document that may not even cover everything you…

Read more
Back To Top