The Role of Estate Planning in Your DROP Journey

Participating in the Deferred Retirement Option Program (DROP) offers a unique opportunity to build retirement savings, but its impact doesn’t end with income planning. For Florida Retirement System (FRS) participants, estate planning and DROP benefits should go hand in hand. As you accumulate funds in DROP and prepare for retirement, it’s essential to think about […]
Legacy Planning for Families: Passing on Your Values and Wealth

Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but also their values and missions. Some of the steps they may take include designating an executor to manage the […]