Estate Planning

How To Deal With a Guardianship Designation in Florida?

Ensuring that any minors or dependents are taken care of once you’re gone is a huge part of estate planning. Here’s what you need to know.

What Are the Rules for Joint Accounts in Florida?

Joint accounts are often a good estate planning strategy. Here’s what you need to know about joint accounts in Florida.

How Estate Planning Software Makes Your Job Easier

The process of estate planning can be a time consuming process, but with estate planning software you are able to save time and money! Read on to find out how.

Succession Planning for Your Small Business

A small business is a labor of love, which is why you’ll want to make sure that you’re creating a succession plan that’ll help your business succeed.

What's the Difference Between a Traditional and a Military Will in California?

While the purpose of a will remains the same both in a traditional and in a military context, a military will allows for more flexibility and fewer restrictions.

Estate Planning is an Act of Radical Empathy

It begins with a conversation — the paperwork can wait

What's the role of my chosen executor in the planning process?

Choosing an estate executor is an integral part of estate planning. Once chosen, your executor should be included in your planning process.

Do I Need an Attorney to Plan My Estate in Florida?

Many people think that they need to hire an attorney to create an estate plan. Here’s why that’s not necessarily the case.