What Is Voluntary Guardianship in Florida?

A proper estate plan is comprehensive and prepares for every possible contingency. Even though we might not like to think about it, there is a possibility that someday you may not be able to manage your own financial affairs. In the event that you become unable to manage your finances, Florida law allows for voluntary… read more

6 Facts About Estate Planning in Florida

When you think of estate planning, you most likely think about what you have to do, what requirements you will have to meet, and how much it might cost you. Yet, there’s more to know about estate planning than just the steps to completing it. Here are some interesting tidbits you may not know about… read more

5 Common Misconceptions About The Probate Process

When a loved one dies, many people don’t want to think about the upcoming legal processes, and may be confused when a will goes into probate. While probate is common, many people just do not know what the process involves and, most importantly, how it will affect them as a beneficiary. Here are some facts… read more

5 Myths About Estate Planning

Few people want to talk about planning for their estate after they’ve passed away. However, they do their loved ones a disservice when they fail to make sure they provide for their family members. Inform yourself on what estate planning is so you can make plans now. Here are a few myths about estate planning… read more

The Importance of Estate Planning [Infographic]

What is the Function of an Estate Plan? It is never too early to begin creating an estate plan. Estate planning is outlining financial plan in advance that states how you would like your assets divided and who you would like to give your wealth to. Estate planning is used for a variety of reasons:… read more

Beware: Common Investment Fraud Schemes

As long as there have been people who have wanted to make money through investments, there have been other people waiting to deceive and fleece them of their investment capital. The modern world offers countless opportunities for investments, and it’s vital for would-be investors to know the signs of investment fraud and other schemes to… read more

What Causes Probate Disputes?

The probate process exists to ensure a deceased individual’s final wishes become reality. Probate helps the surviving family divide the decedent’s assets and property according to his or her wishes. While the death of an elderly parent or leading figure in a family can be an emotional time that brings families together, the probate process… read more

How to Navigate the Probate Process with Rival Siblings

Trillions of dollars pass through the probate process each year, and this process aims to ensure a deceased person’s last wishes as stated in his or her will. Unfortunately, many circumstances can prevent an individual from appropriately conveying his or her last wishes and intentions for disbursement of property and assets after death. Some people… read more

Financial Planners Share Their Money Tips with Millennials

Let’s Talk $ – Millennial Money Tips In a fast-paced world, it may seem like a daunting task to save money weekly or monthly and save up for later use. In a consumerist world, we are constantly swayed to purchase more things, which leaves less money to save for a retirement or an emergency fund…. read more

Biggest Mistakes to Avoid When Estate Planning

Most Americans imagine rich people with tremendous amounts of cash and assets dividing their resources among loved ones when they think of “estate planning.” The reality is much more practical. Almost everyone owns at least one thing of value such as a home, a car, a bank account, or other valuable items. Everyone should prepare… read more