• Estate Planning Tampa FL

Protecting Assets for Living Longer

May 16th, 2022|0 Comments

We are leading healthier lives than ever before. As a result, we're also living longer. According to the U.S. Census Bureau, people aged 65 and older are the fastest-growing age group – growing by 30 [...]

  • estate planning tampa fl

5 Estate Planning Tasks for Snowbirds

May 1st, 2022|0 Comments

Florida welcomes nearly one million seasonal residents during winter. If you’re one of them, it’s time you may want to consider adding the following estate planning tasks to your annual getting ready checklist.   Update [...]

Can a Florida trust own property in another state?

April 28th, 2022|0 Comments

It is not uncommon for Florida residents to own property out of state. It's also not unusual for people with multiple significant assets to consider setting up a trust to protect those assets both here [...]

If 70 is the new 50, how does that impact my estate plan?

April 18th, 2022|0 Comments

These days we’re living anywhere from 10 to 15 years longer on average now than we did in 1950. In fact, the International Institute for Applied Systems Analytics (IIASA) in Vienna has conducted studies that conclude [...]