10 Estate Planning Errors That Cost Time, Money, and Your Sanity
Estate planning often gets put on the back burner. Like the all-too-familiar ritual of tax filing procrastination, many of us recognize its..
Why You Need an Estate Planning Document Review
Creating an estate plan can bring a sense of relief, knowing that assets and wishes are carefully documented. After completing the process, the..
Estate Planning in Florida Basics: What to Expect
Estate planning is a crucial step in securing your financial future and ensuring that your wishes are carried out after you pass. Whether you’re..
Plan Ahead: Prepare for Your Future with Estate Planning
Many of us were taught from a young age that it’s not polite to talk about money or ask about beneficiaries. These topics can be awkward and..
Preventing Your Treasures from Turning into a Loved One's Headache
We all have read about or seen someone on Antiques Roadshow who had a family's collection of coins or garage sale find that turned out to be worth..
What is a Corporate Trustee and Why on Earth Do I Need One?
If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have..