${site.data.firmName}${SEMFirmNameAlt}

Schedule a Free Consultation

Fort Myers 239-344-9471

Toll Free 888-312-0536

December 2018 Archives

Estate planning includes yourself

Often, when we think about estate planning, we just think about the people who are getting money and assets: the heirs. The goal is to transfer the estate to them smoothly and efficiently. The plan focuses on the family's well-being for years and even generations to come.

Is your estate plan ready for a devastating natural event?

You likely watched the news or saw updates about the recent devastating wildfires in other parts of the country, leading to the complete devastation and ruin of entire communities. Many people in the path of these fires lost everything in their homes in a matter of a few hours, some with little advanced warning. These fires are an excellent example of how unpredictable natural events can be. 

Does a will override a beneficiary designation?

Your parents have passed away, and you are reviewing their will with your siblings to see how they designated that their assets should be divided among you. You note that one significant asset that your parents had was a life insurance policy. However, it's a source of confusion for you.