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Tag Archives: new year

5-Questions-to-Use-When-You-Create-Your-Estate-Plan-in-the-New-Year

5 Questions to Use When You Create Your Estate Plan in the New Year

By Paul E. Riffel |

With the new year beginning, have you completed your New Year’s resolutions? As the month of January gets underway, we know many Floridians are focusing on how they will reach the resolutions they set. What did your resolutions focus on? Work or health or family or all three? We want you to know that… Read More »

Have-an-Estate-Plan-Review-this-End-of-the-Year-Checklist

Have an Estate Plan? Review this End of the Year Checklist.

By Paul E. Riffel |

As 2021 quickly comes to a close, do you still have many things on your to-do list? Are you spending time with family, trying to make plans for the new year and ensuring that you accomplish what you wanted to during this year? During this time of planning, we encourage you to also focus… Read More »

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