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Planning. Preparation. And Acting With Purposeful Intent.

Month: April 2024

Why take the time to draft a will? 

Drafting a will is one of the most important things any adult can do. Nonetheless, a significant number of adults have yet to address their estate plan at all.  A will is the starting point of any estate plan, and it can serve several key functions. Why should you...

What assets cannot be included in a Florida trust?

Trusts are important estate planning resources, as they can allow you to specify how your assets are managed and distributed, providing control over your wealth even after death. As such you should have a solid understanding of how trusts are created in order to make...


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