Working in a profession that has a high salary is beneficial for a number of reasons. You may have started your job with the amount of money you would make in mind because you knew it would allow you to live comfortably, accrue assets you found interesting and...
Estate Planning
Naming beneficiaries is helpful when distributing assets
Having worked hard for their wealth, most Florida residents do not want their assets to go to just anyone after their passing. In fact, even if they have specific people they want to bequeath assets to, they may also want to maintain a modicum of control over how...
Reflection and discussion can help establish estate plans
Over the years, many Florida residents do their best to become financially stable. Some of them are fortunate enough to obtain a considerable amount of wealth that they would like to protect and pass on to their loved ones in the future. Because asset protection is...
5 reasons why you should have an estate plan
More than half of all Americans and nearly 80% of millennials do not have a basic estate plan, such as a will or trust, according to the American Association of Retired Persons (AARP). While many people believe estate planning is only for older and wealthier people,...