by Carol Grant | May 1, 2025 | Estate Planning, Probate
Many Florida families worry about how to pass the family home to their children. The family home is often the biggest asset they own and a key part of their legacy. This article explains simple ways to transfer ownership while avoiding legal headaches like probate....
by Carol Grant | Mar 25, 2025 | Estate Planning
Last updated: August 2026 Getting your affairs in order means gathering your legal documents, financial accounts, and health care wishes into one place so your family can find them if you become incapacitated or pass away. In Florida, this checklist includes a will, a...
by Carol Grant | Mar 11, 2025 | Estate Planning
Life insurance is a critical part of family financial planning, ensuring that your loved ones are taken care of financially when you’re no longer around. A common approach many parents consider is adding their child’s name as a life insurance beneficiary,...
by Carol Grant | Mar 6, 2025 | Estate Planning
Once a child reaches the age of legal majority, they are considered an adult with privacy rights. This means that parents lose access to private information. This can have dire consequences if the student is involved in an accident or gets seriously ill, explains the...
by Carol Grant | Mar 4, 2025 | Estate Planning
When estate planning dovetails with divorce, existing plans need to be redesigned. How much depends on the nature of the divorce, as explained by a recent article from Accounting Today, “Estate planning for divorcing couples.” Spousal rights, beneficiary designations,...
