Have You Recently Inherited Assets? Consider These Three Estate Planning Tips

Have You Recently Inherited Assets? Consider These Three Estate Planning Tips

Have you recently inherited assets? When you receive an inheritance it is a big deal.  It does not matter whether you were expecting it or not, you need to take the inheriting of any assets seriously. In fact, regardless of the amount, you want to make sure that you are taking the steps you need to protect this new asset and have the guidance you need. Now we realize that with this inheritance it can be an exciting opportunity to think about...
Do You Know How To Protect Your Digital Assets With Your Estate Planning?

Do You Know How To Protect Your Digital Assets With Your Estate Planning?

Did you know you could protect your digital assets with your estate planning? Did you also know that when you begin creating your comprehensive Florida estate plan you can include your digital assets? What are your digital assets? They include a range of electronic records, including everything from social media accounts to digital photos, to email, to online accounts. Do you know how to protect them? Did you know that digital assets can be...
How to help your Senior Loved Ones avoid being Scammed!

How to help your Senior Loved Ones avoid being Scammed!

Do you have senior loved ones in your family? Do they regularly use and enjoy the internet? As you begin to celebrate Valentine’s Day with your loved ones, are you including your senior loved ones?  Valentine’s Day may be especially lonely for your senior loved ones if any of them are recently widowed or had to move to assisted living or a nursing home. Be sure to reach out to your senior loved ones with love, care and conversation during...
Four Reasons Why You Should Prioritize The Creation Of Your Estate Plan

Four Reasons Why You Should Prioritize The Creation Of Your Estate Plan

Have you put off doing any estate planning? Is it because it is not a priority right now? Or is it because your estate is not very big? Did you know that, according to a 2022 wills survey, less than one-third of Americans have an estate plan in place? What is interesting, though, is that almost two-thirds of Americans admit that having an estate plan is important. In addition, according to the survey, the primary reason why people do not have...