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When Should I Update My Will?

There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
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What are the Most Important Estate Planning Documents for Seniors?

When it comes to death and disability, your will alone might not be enough.
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Why Is Beneficiary Designation Important?

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
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What’s Involved in an Estate Inventory?

Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
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Does a Will Protect My Money and My Family?

Dying intestate—without a will—may impose costs and delays on your loved ones. It can dynamite your estate plan, unless you made other plans.
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What Is a Digital Estate Plan?

It’s not pleasant to think about death or a medical emergency that could put you out of commission, even temporarily. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.
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Why Have a Joint Revocable Trust?

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
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Will Estate Tax Exemption Change In 2022?

Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
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Why Is Having a Will Important?

A striking proportion of Americans don’t have one. Nontraditional families are left uniquely vulnerable.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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