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Aventura Corporate Center
20801 Biscayne Boulevard
Suite 400
Miami, FL 33180

305-932-2293 Miami-Dade County
954-760-7077 Broward County

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September 2012 Archives

Get advice before signing retirement, pension documents

When couples sit to create an estate plan, many topics come to the foreground. One of the most common subject matters for couples to discuss is asset preservation. Taking the time to plan for your future often means taking a hard look at your household's financial security. For many couples that discussion may include reviewing any retirement savings and accounts.

An estate plan can't wait for an act of Congress

Some residents of Miami and elsewhere have been putting off estate planning, waiting to see what action Congress will take regarding estate tax. But in an election year, we might not have a decision on that topic until very late in 2012.