All Posts by Subscribe to RSS Feed

Maximizing Estate Efficiency: The Role of Beneficiary Designations

Maximizing Estate Efficiency: The Role of Beneficiary Designations

Published: Jun 21st, 2024

There were over 150,000 probate filings in the state of Florida in fiscal year 2022-23.[1] As part of a comprehensive estate plan, beneficiary designations are a simple and effective way […]

The Three Best Charitable Giving Opportunities for Philanthropic Millennials

The Three Best Charitable Giving Opportunities for Philanthropic Millennials

Published: Feb 15th, 2024

It is well established that people tend to become more philanthropic in their golden years when time, accumulated wealth, and motivation to support charitable causes becomes more relevant.[1] While this […]