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Entries by brian


Why are beneficiary designations important in Stuart?

Stuart, FL – When someone creates an estate plan or various other accounts, they need to name beneficiaries who will receive various kinds of assets at a certain time or when an event happens. This process is important to guarantee that parts of an estate will go to the right person. There are also other […]


A functional estate plan in Florida will protect a person’s assets and accomplish financial goals

Vero Beach, FL – Many people are familiar with basic financial planning, but estate planning has some important differences. There are certain things that estate planning can accomplish that cannot be done through standard money management.  The main difference between the two is related to managing a person’s assets and affairs in the future when […]