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Estate Planning Blog

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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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Is a Rollover IRA a Good Idea?

With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts.
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What’s the Best Way to Create a Comprehensive Estate Plan?

When it comes to estate planning, many Americans are unprepared for what comes after death. Two out of three adults do not have a will or other estate planning documents, according to the caregiving website Caring.com.
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If I Have a Will, Do I Have an Estate Plan?

While a will is often part of an estate plan, an estate plan covers much more ground.
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Is It Better Not to Have a Will?

Estate planning is one of the most local areas of the law. It might be second only to criminal law in this respect. This means that the specific rules governing estate planning, testate inheritance and intestate transfers vary widely from state to state, and even sometimes between cities.
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Is My Will Void If I Get Divorced?

Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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