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ESTATE, BUSINESS & TAX NAVIGATION

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Wills, Trusts & Estates

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FEATURED ARTICLE

January 17, 2020

Estate planning can be a detailed process. We are always here to help! Make sure you aren’t missing something that could end up costing you.

Here are some common estate planning errors:


1)    Not naming a beneficiary of: an IRA, Life Insurance, Annuities, any benefit from a union or former employer

2)     Not planning for out of Florida real estate: how to title to eliminate or reduce death taxes in that state, titling...

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