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There's a unique time in history when the past generation begins to slow down or pass away. It is at this moment that a large amount of money begins to be transferred to the current generation. In fact, according to reports, over $68 trillion of wealth will exchange...
If the biggest estate planning mistake that people in Cape Coral make is not having a plan, surely the second most common error is not keeping their plan up to date. Like any other legal document, your estate plan is not set in stone. It can be modified and amended....
Many people in Florida have heard about someone being called an executor for an estate, but they may not know exactly what the term means. An executor is the person who is responsible for taking care of all of the financial affairs of a decedent by managing the...
In Florida and around the country, people know it can be difficult to divide assets in a divorce. An equally important but less pleasant task is assigning responsibility for debts during a divorce. Florida is a common law state when it comes to dividing assets and...
For many Florida residents, their retirement accounts may be some of their most valuable assets. Any funds that are left over in the account after the holder passes on may be distributed as directed to a designated beneficiary. Like life insurance policies and other...
When getting divorced, retirement savings are some of the most valuable assets a couple owns. They are often overlooked, especially by younger couples who are decades away from retiring. But these benefits should be divided properly to ensure that both spouses can...
Often referred to as CRE, commercial real estate is a viable investment option for those who aren't looking to flip houses or deal with residential tenants. While it seems like real estate investing is an easy way to make money, there are several things that potential...
If you are creating an estate plan in Florida that includes a will, you will need to name an executor. An executor has a number of responsibilities, including collecting and safeguarding your assets, paying taxes and distributing assets to beneficiaries. Appointing...
Florida parents might not understand the rules regarding modifications of child support. Many parents think that any change in income can lead to paying more or less child support. However, before parents request a modification, they need to understand the laws....
Physicians spend a great deal of time caring for the health and well-being of others. Doctors and other health care professionals also think about their families and wish to care for them financially. Physicians in Florida might even think about the interests of...