Hi, and I hope you are doing well.
As October has arrived, it is time to celebrate "Estate Planning Awareness Month." I know "estate planning" may be a confusing concept, but it really means to look at your assets, family, their needs and your own needs. You put all of that together and you come up with a plan that works for your lifestyle...and for your budget.
After all, the Florida Probate process is so famous for its delays, costs, and aggravation, that it is highly encouraged to avoid it if you can! That is why right now is the best time to be aware of all that "Estate Planning" can do for you.
In creating something for you, we will use a combination of Wills, Trusts, Deeds and Beneficiary Designations. From complicated to simple, choose what is best for your current needs.
If you have questions, please feel free to schedule a call on our calendar.
Hope to hear from you soon! Enjoy Fall!