A family hold hands and laugh on a lawn

The Important New Roles of Life Insurance In Estate Planning

A proactive approach to estate planning can help safeguard assets from taxation and effectively transfer wealth to intended beneficiaries. Unfortunately, recent political developments and retirement trends are expected to render estates vulnerable to higher taxation, raising concerns among individuals and estate planners. In response, Florida estate planning attorneys share insights about the important new role...
The Important New Roles of Life Insurance In Estate Planning Continue reading…

Life Insurance: Why You Should Keep Your Policies In-Force

Have you considered buying life insurance but simply haven’t made it a priority? It’s understandable. Shopping for life insurance, particularly when you’re young and healthy, doesn't seem all that important. But delaying coverage may not be the best idea.

Even among vibrant, active adults, tragedies can happen. Life insurance offers peace of...

Life Insurance: Why You Should Keep Your Policies In-Force Continue reading…

Estate Planning in 2021: Special Considerations for Parents of Special Needs Children

Parents of children with special needs have many extra responsibilities, whether the child is a minor or an adult. All parents are mortal, but when you have a child with special needs, you think about the fact that one day you will not be here to take care of your child. A Florida special...
Estate Planning in 2021: Special Considerations for Parents of Special Needs Children Continue reading…

3 Things You Didn’t Know About A Revocable Living Trust

Revocable living trusts have become a popular estate planning tool among Floridians. What are they and do you need one? Revocable living trusts are not standardized estate planning options that suit every person’s needs. Rather, they are complex documents individualized to address a person’s specific estate planning goals, assets, and tax liabilities. As experienced
3 Things You Didn’t Know About A Revocable Living Trust Continue reading…