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4 Common Mistakes When Naming a Life Insurance Beneficiary
Investing in life insurance is a foundational part of estate planning and, when done right, it is a primary way to say “I love you” to your loved ones after you are gone. However, when naming your...
View ArticleWhen Should Young Parents Start Estate Planning?
Right now. Young parents face different estate planning needs and challenges than those who have a long life behind them. Established parents may be concerned about what will happen to their family...
View ArticleStephen “tWitch” Boss Dies Without a Will
Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose personality lit up the stage on So You Think You Can Dance and as a...
View ArticleApple Savings Account Beneficiary
Estate Planning Benefits of the Apple Savings Account On April 17, 2023, Apple launched a new high-yield savings account exclusively to Apple Card users through the integrated Wallet app on all iPhone...
View ArticleWhy “Just a Will” May Not Be Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact us tell us they do not need anything complicated for their estate – just a...
View ArticleWarren Buffett on Estate Planning
Insights from Warren Buffett: Bridging Wealth, Estate Planning, and Family Conversations If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you...
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Estate Planning for an 18 Year Old in Florida
Get a plan in place, right away. When your children turn 18 years old, estate planning should be their (and your) number-one priority. Here’s why: At 18 years old, your kids become legal adults in the...
View ArticleDon’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and the children go back to school, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Legal guardians are the...
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Understanding Money Dysmorphia: A Guide for Young Parents and Professionals
As an estate planning lawyer in Florida working with young parents and professionals, I’ve noticed a significant yet often overlooked issue: money dysmorphia. This condition can profoundly affect...
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Corporate Transparency Act: What You Need to Know as a Business Owner
Own a Business? Get To Know the Corporate Transparency Act Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can...
View ArticleProtect Your Children After You’re Gone
As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst...
View ArticleDIY Wills & Trusts May Offer False Sense of Security
In today’s digital age, the accessibility of do-it-yourself (“DIY”) Wills and Trusts services is undeniable. From online estate planning platforms to freely downloadable forms, the options seem...
View ArticleBank Account Blues: Why Naming Your Children as Beneficiaries or Joint Owners...
As a parent, you want to ensure that your children are taken care of, especially after you’re no longer around. Estate planning is a crucial step in securing your legacy and providing for your loved...
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