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Do I Get Ex’s 401(k) because I Was Named the Beneficiary?

My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?
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How Do You Split an Estate in a Blended Family?

Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
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How Important Is an Estate Plan?

Every individual needs some form of an estate plan to protect their wishes and loved ones. Your estate consists of everything that you own (aka your assets), and although death may seem far away, it is never too soon to get your estate plan in order.
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Who Should I Name as Trustee?

You created your revocable living trust to hold your assets. You did so because of the probate avoidance and other benefits. You may have included sophisticated tax-planning provisions in your trust.
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Why Naming Beneficiaries Is Important to Your Estate Plan

If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
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Will Inflation Ruin My Retirement?

As America’s economy reopens, we’re seeing higher inflation rates. This unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.
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How Do I Write a Will?

Dying without a will can be costly and eliminate your ability to plan or provide for loved ones.
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What Should Small Business Owners Know about Estate Planning?

Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
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When Should You Update Your Estate Plan?

If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
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Estate Planning and Cryptocurrency

Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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