Estate planning is the process of reviewing one’s financial affairs before death with an eye toward preserving assets, limiting tax exposure, avoiding probate, and reducing the chances of family disputes. Many older people begin the estate planning process before they reach retirement, but others wait to start the process. As parents age, there may come a time when they call […]

When a child enters your life, your mind swirls with all the tasks you need to accomplish. Suddenly you are responsible for feeding, nurturing, and caring for another human—not to mention assembling complicated baby equipment and toys!

Another one of your new responsibilities is planning for the unexpected. Though no one enjoys thinking about the worst-case scenario, it’s important […]

Starting a new marriage blends families and futures. Protect your children’s futures from your first marriage with smart estate planning—it’s your way of looking out for them, even when life changes.

Key Takeaways

• Estate Planning Necessity: Essential for ensuring children from prior marriages inherit according to your wishes, overriding default state laws.
• Impact of Florida Law: Without […]
  

When creating your estate plan, one of the most significant decisions is choosing who receives your assets and property. Not only do you select the beneficiaries, but you can go a step further and require that the beneficiary meet certain conditions. This is known as conditional gifting.

Conditional gifts in estate planning allow the testator (the person creating the will) to still exercise some […]

As a single mother, your top priority is providing for your kids and yourself. All the pressure is on you to ensure the physical and financial well-being of your child.

It is so important to have your daily finances in order, but this is just half of financial planning. What about planning for the future? Are your assets protected? What would happen to […]