Naming beneficiaries to a Florida based insurance policy should be easy. After all, one only has to consider who should receive the balance of the assets left behind, identify them in a will, and the rest should be simple. Unfortunately, there are unforeseen pitfalls...
Month: May 2013
What’s in a name? The pitfalls of having the wrong beneficiary
Naming beneficiaries should be easy, right? You just think about who you would want to pass the proceeds of a life insurance policy to, and jot their name on the dotted line. In theory it is, but in practice, there are a number of pitfalls that can complicate the...
Will your heirs appreciate the classics?
The notion of what is a family heirloom, or at least passing them down through generations, is beginning to change in Florida and across the country. In decades past, a classic piece of furniture or a one-of-a kind trinket would be guarded like a secret family recipe....
The many stages of estate planning
Estate planning is not a popular topic for a number of reasons. To most it is simply a morbid topic that they don't want to approach. To others it may not be appropriate because they are not independently wealthy or have little (if anything) to leave behind. Yet...
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