The Top 5 Reasons Planning Ahead Could Save Your Family and Your Wallet

I was reading a Forbes magazine article the other day entitled “Make a New Year’s Resolution to Give Your Estate Plan a Checkup” by Deborah L. Jacobs, and I was reminded about how much people dislike going to visit their estate planning attorney (I think we’re right...

“The September of My Years”

Before attaining 70 1/2, you should review all of your Florida estate planning documents along with those describing financial and retirement benefit planning.  Because the age of 70 1/2 has been magically designated by the Congress of the United States and the...

“Will You Still Need Me, Will you Still Feed Me When I’m Sixty-Four?”

Whether you reached an age where you have adult children but may not yet be retired, or you have reached retirement age, this stage of financial and estate planning, by this point, you should have a thorough and proper review of your retirement planning. ...