Posts Tagged ‘estate planning’
3 Common Estate Planning Mistakes
Because it is Financial Literacy Month, we thought we would share some common estate planning mistakes families in Pinellas County and throughout Florida make. Estate planning is important so your estate does not go into intestate, a process that takes time and complicates the process of estate distribution for your loved ones and beneficiaries. 1. Not…
Read MoreHow to Protect Your Assets When You Marry
As someone getting married later in life, or perhaps getting married again, you likely have already accumulated certain assets. Although we all like to believe that our marriage will last “until death do us part,” the reality is that it does not happen all the time. You want your property and investments to go where…
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