Estate Planning Mistakes - Rodriguez

Florida Business Owners Need More Than a Basic Estate Plan

Posted on May 14, 2025May 14, 2025 By Emilio José Rodríguez

As a business owner, you've worked tirelessly to build something meaningful. So, it might feel like a win when you can check “estate planning” off your list with a quick online form or a low-cost basic estate plan package from a financial advisor. It seems simple, affordable, and convenient. But if you're running a business, this shortcut could cost you far more than you think. I'm Emilio José Rodríguez, president of Rodriguez | Marrero...

How Beneficiary Designations Put Your Family at Risk

Posted on August 22, 2024August 22, 2024 By Emilio José Rodríguez

You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on your retirement accounts, life insurance policies, and maybe even your banking and investment accounts. It feels good to know you've put something in place for your loved ones. But here's the truth many financial advisors, CPA’s, and even other lawyers won’t tell you: relying solely on beneficiary forms for...