Helping Clients Build Strong Foundations For Brighter Futures
Marriage is a significant life event that necessitates changes to legal documents. This helps to better ensure that your estate reflects your current marital status and your new family dynamics. If this is not reason enough to update an estate plan, three additional...
Estate planning is an important process that ensures your hard-earned assets get distributed according to your wishes after you are gone. However, several common mistakes can jeopardize this important endeavor. Understanding these pitfalls is important for...
A will is an important legal document that outlines your wishes for the distribution of your assets and the care of your loved ones after you pass away. But if you do not keep it up to date, it will not accurately reflect your current intentions and circumstances. The...
Did you know that more than half of Americans have no will? Lower-income and younger individuals also typically do not have wills. Unfortunately, no one knows when they could die, so avoiding the issue leaves their families and loved ones vulnerable and unprepared....
The world awaits you, and you already have embarked on your journey. As a young professional earning much more money than others your age, you think that nothing can stop you. And along the way you do not even think about certain things at all. What things? Well,...
A fiduciary is a person who holds a trusting legal or ethical relationship with another person or group. The fiduciary will act on behalf of the person who appointed them, therefore they should act in an extremely loyal manner to the person to whom they owe a...
As a retiree living in South Florida, the last thing you probably want to think about is making estate plan preparations. While it may seem uncomfortable at first, coming up with a plan is important. Proper estate planning can give you the peace of mind you need to...
You may think that wills are only for the elderly. But every family should have a will in place, especially families with children. A will can protect your children, your assets and your extended family should the unthinkable happen and you die. The gift you give your...
An estate plan is a large, complex thing that takes many years to create and maintain. A personal representative will typically handle nearly all matters tied to it after your death. Thus, it is crucial for this person to have what it takes to manage the estate and...
In 2015, the U.S. Supreme Court legalized same-sex marriages in all 50 states. The landmark decision concludes, “No union is more profound than marriage ... Their hope is not to be condemned to live in loneliness, excluded from one of civilization's oldest...