Blogs & Articles

Preparing for the Next Hurricane Irma

Houston under water.  Puerto Rico destroyed. Central Florida battered.  Natural disasters such as Hurricane Irma can be a sobering experience. Many clients and friends walked away from their Florida homes, prepared to lose everything. Most of us in Central Florida were very lucky and have our power back. The grocery store aisles are almost full

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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 a sense of peace, satisfaction, and even pride. For others, the experience may be daunting as they come face-to-face with their own sense of mortality. In either situation, once the

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6-Step Estate Planning Checklist

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 (whether for themselves or for their clients) for the coming year.  To facilitate that process, we have prioritized a checklist summarizing what we consider to be “Six Very Important Action

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