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How to Begin the Estate Planning Process in Florida Proactive steps you can take now to avoid potential conflicts regarding your estate Estate planning is one of the most important aspects of maintaining control over your financial affairs both during your lifetime and after your death. As we get older, we typically amass various differentRead more

What is a Successor Trustee? How to ensure that your estate is managed properly and according to your specific wishes Establishing a trust is one of the most common types of estate planning and is an important step in securing your assets. There are many different types of trusts that can be utilized based onRead more

ESTATE PLANNING FOR WOMEN IN PALM BEACH COUNTY Interesting article at the link, which describes the need for women – especially older women – to empower themselves with “financial fluency”. Whether you are single, married, divorced or widowed, women have unique financial & Estate Planning needs. At Kitroser & Associates, we recognize those needs, weRead more

What is a Personal Fiduciary? Loyalty, trust and good faith diligence are just a few hallmarks of a reliable personal fiduciary What exactly is a personal fiduciary and how can it help me? This is an important question that you must ask yourself as you begin the estate planning process. Estate plans can be complexRead more

Things to Consider When Naming a Trustee How to protect your best interests and trust the right person to carry out your wishes Estate planning is one of the most important ways that you can plan for the future and ensure that your assets are protected and utilized according to your specific wishes. In someRead more

What Happens to an Estate Plan During a Divorce? You don’t have to wait until your divorce is final to take proactive steps to protect your best interests and plan for the future The divorce process is often inherently stressful, both emotionally and financially, for both parties. There are usually many different questions and scenariosRead more

The Importance of Estate Planning for Millennials Why you need to take proactive steps to protect your best interests Many millennials, typically individuals born between the early 1980s and late 1990s, mistakenly believe that estate planning is reserved for an older generation. Those in their twenties and thirties often fail to realize the importance ofRead more

Estate Planning and How to Protect Digital Assets New Law in Florida Provides Additional Protections for Digital Assets Through estate planning is one of the best ways to protect your assets as well as the best interests of both you and your loved ones. Effective estate planning covers all types of property including real estateRead more

A common mistake people make when discussing asset and estate planning is thinking that comprehensive planning only pertains to high net worth individuals. This is simply not the case. Regardless of whether you are an individual with modest income and a monthly rental, or an executive with an impressive stock portfolio, the bottom line isRead more

  Compassionate Palm Beach Estate Planning Attorney Helping Part-Time Florida Residents Avoid Issues Trusted attorney reviews out-of-state estate plans to ensure compliance with Florida law Millions of people in the U.S. enjoy the freedom of dividing their time between two places of residence. The warm, sunny weather combined with the beaches and other year aroundRead more