Estate Planning Tip – Check Your Designation of Beneficiary Forms
Do you remember when you last checked your Designated Beneficiary forms for your various financial accounts or products? As part of your estate planning plan, you should check on an annual basis the designated beneficiaries for each of your financial accounts or products that have diesignated beneficiaries. You should get written confirmation...
Florida’s New Power of Attorney Law is Now in Effect
Effective October 1, 2011, a new law went to effect that dramatically changed the Florida Power of Attorney Statute. A Power of Attorney (POA) is a legal document in which one party, the principal, grants authority to another party, the agent, to act on behalf of the principal.
