Estate Planning

Property in Florida: Is Joint Ownership Really a Good Idea?

January 8, 2012 by

For property in Florida, joint ownership is rarely the best solution for passing on real estate to a business partner, spouse or family member. With properly completed estate planning documents from your attorney, real estate can be protected from ...

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Published in Estate Planning

Estate Planning Must Be Kept Up to Date

January 5, 2012 by

Estate planning for insurance, investment accounts, retirement accounts, bank accounts and other financial vehicles must include regular audits to ensure the correct beneficiaries are named on each account.

Failing to keep beneficiary designations up to date can be costly ...

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Published in Estate Planning

Estate Planning and Asset Protection for Professionals

November 1, 2011 by

Estate planning and asset protection should be a high priority for professionals, especially for doctors, lawyers and other professionals whose industry is rife with lawsuits.

Without the proper estate planning documents in place, a successful lawsuit can be devastating ...

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Published in Estate Planning

10 Estate Plan and Business Planning Tips for Long Term Success

November 1, 2011 by

Estate planning and business planning are not one-time events. In order to achieve what you want from your estate and business, you need to meet regularly with your advisers, heirs, shareholders and/or partners to review your strategies and determine ...

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Published in Estate Planning