Topics include:
- Why do estate planning now?
- Tangible and Intangible Property in Estate Planning
- Revocable Living Trusts – Why would somebody have one?
- A Simple Thing Like a “Will”
Topics include:
Topics include:
Topics include:
Topics include:
We had some fun with technical problems. This was recorded in August 2023 when Hurricane Idalia was approaching Florida. The weather caused some connect problems, but we got through it.
Topics include:
Topics include:
What is a Last Will and Testament?
Best Way to Provide for a Minor Child
Do it Yourself?
Living Wills
Topics include:
Topics include:
When is it time to plan?
Planning for incapacitation
How ‘big’ does an estate need to be to need planning?
Topics include:
Disinheriting/Disawowing
Consequences of putting it off
Just about everyone has an estate
Topics include:
who needs an estate plan
documents needed in estate planning
family arguments and more.
We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.