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Boca Raton Estate Planning Blog

Below you will find our collection of written articles, blog posts, and news stories on key aspects of estate planning law, wills and trusts, and generational wealth management here in Florida. But don’t forget to check out our video page as well!

We are here to discuss any of the issues you come across in greater detail and to help you get started with or revist your estate plan. Let us know how we can help you!

Who Will Inherit Your Digital Assets?

Who Will Inherit Your Digital Assets?

The last 15 or so years has been a sea change for how we go about our day-to-day lives. Many basic institutions have transitioned to digital-first or digital-only environments, including banks, investment platforms, and utilities companies. As more...

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3 Dangerous Estate Planning Myths, Debunked

3 Dangerous Estate Planning Myths, Debunked

Every year individuals and families of all ages, education levels, and tax brackets make critical estate planning mistakes. These errors stem from a variety of sources, but three big ones are: Ever-changing laws and regulations, The human tendency...

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Is Your Estate Plan “Procrustean”?

Is Your Estate Plan “Procrustean”?

I want to teach you a new word today. The word is: Procrustean. In order to learn what this word means, we need to know where it came from, so let's take a trip back to Ancient Greece! In Greek mythology, there is a roguish character named...

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