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Boca Raton Estate Planning Blog

Below you will find our collection of articles, posts, and 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!

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Legal Lexicon: What Does “Per Stirpes” Mean?

Legal Lexicon: What Does “Per Stirpes” Mean?

In every field there are words and phrases that will be foreign to industry outsiders. This is especially true of the legal world. Some words are unintelligible because they are professional terms of art with meanings that differ from the word’s...

You Are Thinking about Estate Plan Maintenance All Wrong

You Are Thinking about Estate Plan Maintenance All Wrong

If I’ve said it once, I’ve said it a thousand times: Reviewing and revising your estate plan is important. In fact, it's almost as important as having one at all. Unfortunately, on top of the 30–40% of Americans who do not have an estate plan,...

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