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Email: info@floridaestateplanning.com
9100 College Pointe Court Fort Myers, FL 33919
Naples and Sanibel by Appointment
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The next time that you feel depressed, angry, envious, unhappy, or are simply having a bad day, try a little experiment by forcing yourself to
Having just sent my youngest off to Elon University in North Carolina, I’ve been reflecting on their time at home. In particular, when my wife
Albert and Victoria were interested in marrying as they had cohabitated for many years, but they had not tied the knot. Both were retired –
Names are important. A little boy named Wilfred today, compared to in the past, may have to quickly learn how to defend himself on the
My favorite definition of love is ‘giving someone the power to destroy us and trusting they won’t use it.’ It’s not a coincidence that the
General Patton was once famously quoted “When everyone is thinking the same thing, then somebody’s not thinking!” How many times have you been in a
So much of our lives are electronic and digital now, we don’t even realize it. Yet this electronic age also creates problems. When one of my clients gets sick and their children need to take over as their durable power of attorney or as trustee of their trust, often it is difficult to access bank and brokerage accounts unless the children know the usernames and passwords to those accounts.
While communication with your team of legal, tax and financial professionals is important to put a proper estate plan in place, the project isn’t complete without informing your loved ones.
Clients frequently ask whether one should transfer the title to their automobile into their revocable living trust.
Secure your legacy and build a comprehensive estate plan
tailored to your unique needs.
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