Pursuing Peace Of Mind For You And Your Family

Estate Planning

Should homebuyers create estate plans?

The recent trend in the housing market has shown that supply is low, demand is high, and prices have reached a peak in a seller's market. More young people have hit the market to buy their first home, which is a big step for many. Taking that step, it is important to...

When should you review your estate plan?

When you first work on an estate plan, you may not realize one important factor: your maintenance will last longer than the creation of the plan itself. After the initial creation of the plan, you will have to continually maintain it throughout your life. But when...

Have you planned for estate taxes?

You work throughout your life to accumulate assets to (hopefully) pass on to your beneficiaries in Florida. Putting plans in place to avoid probate or settle liabilities prior to your death help to ensure the preservation of as many of those assets as possible. Yet...

Common estate planning mistakes to avoid

Estate planning can be a burdensome task that you might rather avoid, but it is an essential part of preparing for the end of your life. Your will or trust ensures that your loved ones have everything they need after you pass. As you prepare your estate documents,...

How do you create an estate plan that succeeds?

When you decide to create an estate plan, it is important to create one with success in mind. You can do this by recognizing and knowing how to avoid some of the biggest mistakes others make when creating their own estate plans. You must first take basic steps to...

What should go into an estate plan?

Preparing an estate plan may feel daunting. However, without a clear plan for what happens after you die, your family may face financial hardships. A comprehensive estate plan contains documents that may help you when you are at your most vulnerable. To protect...

How should you review your estate plan?

When working on your estate plan review, it is easy to feel overwhelmed. After all, your estate plan took years to create and refine. Many people also mistakenly believe that they must do a full review every time.  But this is not the case. If you are just doing a...