Articles and Resources

Integrating Retirement Accounts and Estate Planning

Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.

Read More »

*4* Pitfalls of Adding a Child to Your Home’s Deed in Florida

While adding a child to your home’s deed might seem straightforward to manage your estate, it’s fraught with potential problems and complications. This article reviews the implications and alternatives to adding a child to your home’s deed, with the goal of ensuring your estate plan is effective, efficient, and aligned with your long-term intentions.

Read More »

Sort by Category

Request-a-Consultation
Speak With An Attorney
Schedule a phone call with Carol L Grant. Click to choose a date and time that work best for you.
estate planning blog
Subscribe To Our eNews Updates
Get Regular News and Monthly Article Updates Directly To Your Inbox