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,...
by Carol Grant | Feb 27, 2025 | Estate Planning, Probate
A personal representative in Florida is a fiduciary. Under Florida Statute 733.602, you’re held to the same standard of care as a trustee. You must settle and distribute the estate according to the will and Florida law. You must do it as quickly and efficiently...
by Carol Grant | Feb 13, 2025 | Estate Planning, Trust Administration
Who could forget the headlines when billionaire Lenora Helmsley was found to have set aside $12 million for her dog, aptly named Trouble, after she passed? You don’t have to be a billionaire to want to protect your animal companion, says a recent article from The Wall...
