Boca Raton
Planning for the Financial Future of a Troubled Adult Child
Your 3-Step Guide Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult…
Estate Planning Considerations for Restauranteurs
If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your schedule may…
Your Vacation Checklist
You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate…
Caregivers, You’re Not Planning Just for Yourself
As a caregiver, your job is invaluable. You spend much of your time, money, and energy taking care of the needs of…
A Guide to the Top 12 Must-Have Documents
Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a…
Keeping the Peace After You Are Gone
Planning With an Aim Towards Building Unity A will or trust contest can wreak havoc on families. The conflict can result in…
We All Need a Yearly Checkup: Your Estate Plan Does Too
One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition…
How Estate Planning Can Help You Dream About Your Future
A dream without a plan is simply a wish. Estate planning is not just about death and taxes — it puts you…
COVID-19: A Reminder of Why Estate Planning Is Important
Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness if contracted….
Importance of a Health Care Surrogate and a Living Will
A healthcare surrogate allows a loved one such as a trusted friend or family member to make medical treatment decisions for you…