Five Clues That it’s Time to Update Your Estate Plan
Creating an estate plan is often an emotional exercise. For some individuals, engaging in thoughtful decision making regarding the orderly distribution of one’s assets provides
2323 Lee Road, Winter Park, FL 32789
M-F 8:30-5:00
Creating an estate plan is often an emotional exercise. For some individuals, engaging in thoughtful decision making regarding the orderly distribution of one’s assets provides
You may already have estate planning documents to ensure that your worldly possessions are passed on in a manner consistent with your values and traditions.
Tonight, we should know who will be our next president. While Congress passes tax legislation, the president shapes policy. What plans does Donald Trump have
As we enter the final quarter of 2016, we like to remind our clients, friends, and professional associates to pause and reflect on their goals
From where I sit, it’s not uncommon to find myself with a front row seat peering into the darker side of humanity. It’s hard to
Recent studies reveal that financial capability among working women is improving, but closing the financial literacy gap has a long way to go as it
Death often comes without warning. Returning home to find that a loved one has passed away unexpectedly can be traumatizing and leave you in a
Thanks to advances in medical treatment and the development of assistive technologies, individuals with special needs are living longer and more productive lives today, than
For parents, the summer months are a welcome change in routine. Families go on vacation, children enjoy day camp, and grandparents are excited to give
The crash statistics are alarming. Nearly 4,200 seniors age 70 or over died in automobile crashes nationwide in 2012, according to a report by transportation