Will Creditor Claims on Property Upset My Estate Plans?

Dan D. owned several businesses, including some with high potential liability. For example, his roller skating rink had been sued several times. His boat tours of the coast were enjoyable, but there was always the possibility of property damage, injury or even death. Some of his other business concerns carried fairly high levels of debt. In fact, any time someone owns property or a business, there is the potential Read More

Coordinate Estate Plans and Wealth Management Strategies

Some things work together separately but are enhanced when merged. Take music and lyrics. You might enjoy listening to just the music of a piece. You could also read the lyrics like a poem. Separately, they work. But together?  Beautiful music! Estate planning and wealth management are similar. They serve separate purposes. However, if coordinated, estate planning and wealth management may bring about a better Read More

Retired and Getting Married?

Blended families are nothing new. Many baby boomers are at or beyond retirement age, single, and looking to get married. But if you’re retired and thinking of getting married, there are some important things you’ll need to consider, including making some changes to your estate planning. Review Your Documents. Before walking down the aisle, set up an appointment with a Florida estate planning attorney. It’s entirely Read More