Monthly Archives: June 2023
How Protecting Assets is a Part of a Good Estate Plan
All Florida estate plans are not created equal. A comprehensive estate plan does much more than state how your assets should be distributed at your death. One area of estate planning that may be overlooked is protecting assets. Asset protection makes sure that your assets are protected from creditors, that you are taking advantage… Read More »
How to Provide For a Disabled Child?
If you have a disabled child, creating a comprehensive estate plan that builds in protection and provision for their future financial and care needs is critical. One of the biggest concerns for parents and families with a child with special needs is how to provide for their child. James Nici is a top Naples… Read More »
When is a Good Time to Review Your Estate Plan?
Your work is not done after you create an estate plan. It is important to review your estate plan periodically and especially when you have significant life events. Failing to review or update your estate plan is one of the biggest mistakes you can make. Serving clients in beautiful Naples and throughout Florida, leading… Read More »