Florida Estate Planning: Exercise financial fitness with checkups

Most medical doctors recommend women get an annual physical to ensure good health and to identify issues before they become problematic. When it comes to financial health, a periodic checkup is just as appropriate and important. Unfortunately, many people put off financial checkups or decisions until they are rapidly approaching retirement. By then, it could be too late.

Just as you should get medical checkups, you should have your Florida estate plan evaluated when you move, get married, divorced, or have a significant change in assets.

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