Only about 40 percent of Americans have a will or living trust in place. If you are among them, consider yourself ahead of the curve. But estate planning is not a singular event that lasts for a lifetime. After your plan is created, it should be reviewed periodically...
Personal Attention And
Success Go Hand-In-Hand
Success Go Hand-In-Hand
How risky is purchasing beachfront property in Florida?
As more people than ever enter retirement age, many look for new investment opportunities. Many seniors sell their family homes and retire to warmer states like Florida to enjoy their twilight years in comfort. Other Baby Boomers may purchase desirable beachfront...
Draft as estate plan with the heirs in mind
Individuals build estate plans from a collection of complex legal documents concerning a person’s financial affairs, insurance policies and instructions for distributing assets upon their death. An appointed executor manages this process and works with the heirs on...
Check for easements against the property before purchasing
Before purchasing a property, buyers examine the property for any potential concerns. Potential buyers hire a home inspector who makes sure the property is in working order and points out any impending repairs. Buyers will also check for easements against the...
The dangers of do-it-yourself estate planning
The desire to "do things yourself" is a genuine phenomenon. The internet is full of videos explaining how to perform simple repairs to teaching you how to do electrical work. There's even a DIY cable network. However, there's a significant gap in watching a tutorial...
