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So far Tom has created 3 blog entries.

Avoid Common Estate Planning Mistakes

If you are like many of our neighbors here in Winter Garden, Florida, you may have an existing revocable living trust that was drafted years ago and never reviewed or updated.  If that is the case, here are few useful tips you might be interested in to help you avoid common estate planning mistakes: Your [...]

By |2018-06-27T01:52:20+00:00February 24th, 2018|

Why Long Term Care Planning Matters

Many of our friends and neighbors in the Winter Garden area fail to plan for their long term care.  Unfortunately, failing to plan for this stage of life can have significant, detrimental effects on the family finances for years.  With advanced long term care planning, a family can preserve a very large portion, if not [...]

By |2018-06-27T01:53:26+00:00February 6th, 2018|

How do you want to leave your inheritance?

It seems like few families realize the options available to them when planning for their estate.  There are many ways to consider leaving an inheritance to a loved one. Here are few you might want to consider: Outright Distribution.  This is the most common option that individuals select.  Unfortunately, it is also the option with [...]

By |2018-06-27T02:11:26+00:00February 1st, 2018|
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