Monthly Archives: October 2024

Estate Planning Before High-Risk Surgeries
The days leading up to a high-risk surgery can be daunting. You may have been told that your surgical procedure has a significant chance of failure, and you may be prepared to accept this risk in exchange for a chance at recovery. While there are many things to consider before your surgery date, estate… Read More »

Estate Planning Steps to Take if Your Senior Is Showing Signs of Dementia
According to the National Institutes of Health, the number of senior Americans struggling with dementia could rise past 14 million by 2060. Family members are often the first to spot worrying signs of cognitive decline, and they may be well aware of the rising rates of dementia in Florida. What should you do if… Read More »

Can a Trust Motivate My Kids to Work Harder?
A key concern for high-net-worth families is the loss of “generational wealth.” According to Forbes, 70% of high-net-worth families lose their entire fortunes by the second generation. By the third generation, 90% of these wealthy families have lost everything. Many parents are well aware of these statistics – including some of the most well-known… Read More »

Investing in Tampa Real Estate as an Estate Planning Strategy
According to a recent report by BNN Bloomberg, Florida is becoming an increasingly popular location for real estate investment. The Sunshine State is attracting not only domestic investors, but also those located overseas. For many individuals, a real estate portfolio seems like a far more attractive estate planning strategy compared to typical retirement assets… Read More »

How to Prevent My Son’s Ex-Wife From Taking His Inheritance
If you’re approaching retirement in Tampa, you might feel wonderful about leaving your fortune to your children. On the other hand, you might be less enthusiastic about your child’s choice of spouse. Perhaps you believe that your son has a wife who will eventually divorce him, and you’re concerned about the safety of the… Read More »