Aug 19, 2019 | Estate Planning & Administration
This year will be coming to an end before we know it. Below is a list of common estate plan updates you can check off your financial to-do list before the new year. 1. Think about your legacy This is the first step in setting up your estate plan. For many people,...
Feb 19, 2019 | Estate Planning & Administration
One of our biggest events to attend each January is the Heckerling Institute on Estate Planning in Orlando. The University of Miami School of Law puts educational programming together for estate planning professionals including attorneys, accountants, financial...
Feb 5, 2019 | Estate Planning & Administration
More than ever before, people are relying on the internet to store data, communicate, and manage their finances. Some may continue to use traditional mail, written checks or filing cabinets for storing documents, but many are moving to Cloud storage, social media, and...
Jan 22, 2019 | Estate Planning & Administration
Unfortunately, we will all eventually face the hardship that comes with losing a loved one. If you’ve ever served as the executor of a family member’s estate, you may also be familiar with the burden of responsibility that can accompany grief during this time. The...
