Moran & Associates

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Moran & Associates Trusts, Trust Administration, Estate Planning, Wills, Probate, Real Estate.

Do not store up for yourselves treasures on earth, where moth and rust destroy, and where thieves break in and steal.Mat...
10/18/2026

Do not store up for yourselves treasures on earth, where moth and rust destroy, and where thieves break in and steal.

Matthew 6:19 (BSB).

Want a second set of eyes on your will? Reach out to our office.
10/17/2026

Want a second set of eyes on your will? Reach out to our office.

Florida only takes an estate through escheat when no one entitled to any part of it survives the decedent. Read the seco...
10/16/2026

Florida only takes an estate through escheat when no one entitled to any part of it survives the decedent. Read the second card for the rest of it. Our Tequesta and Palm Beach offices pick up at 561-779-2029.

10/16/2026

Andrea, thank you for the kind words! It was a pleasure working with you.

The law already picked.We'd be glad to help, so give us a call at 561-779-2029 for Palm Beach or Tequesta, or book a tim...
10/14/2026

The law already picked.

We'd be glad to help, so give us a call at 561-779-2029 for Palm Beach or Tequesta, or book a time online, link in bio.

10/13/2026

The estate tax is 40%.

That means every dollar that you make over the exemption without proper planning goes to the United States government instead of your family.

Want a hand thinking your plan through? Our Palm Beach and Tequesta offices would love to sit down with you, phone 561-779-2029 or book a spot online, link in bio.

Is your estate planning still current? We're happy to help.
10/12/2026

Is your estate planning still current? We're happy to help.

The open enrollment email from HR shows up every fall, asking you to confirm your beneficiary designation. Most people c...
10/12/2026

The open enrollment email from HR shows up every fall, asking you to confirm your beneficiary designation. Most people click confirm without reading it, especially if nothing's changed since the last job or the last marriage.

In Florida, a will has no say over who gets your life insurance payout, your IRA, or a payable-on-death bank account, because those pass by contract, straight to whoever is named on the form, no matter what your new will says about your spouse or your kids. The form wins.

A newly signed will can name your spouse and kids as your heirs, but none of it matters if the beneficiary form from an old job or a first marriage is still on file with the insurance company or the bank.

The earlier those forms get reviewed alongside the will, the less chance a former spouse ends up with money meant for your current family. Call us at (561) 779-2029.

For wisdom, like money, is a shelter, and the advantage of knowledge is that wisdom preserves the life of its owner.Eccl...
10/11/2026

For wisdom, like money, is a shelter, and the advantage of knowledge is that wisdom preserves the life of its owner.

Ecclesiastes 7:12 (BSB).

10/08/2026

"We’re incredibly grateful for Christine at Moran & Associates. She guided us through our court petition with such clarity and confidence, making a stressful process feel manageable. Her knowledge, attentiveness, and willingness to help every step of the way truly stood out. We deeply appreciate her support and dedication—she made all the difference for us."

Laure, thanks so much for trusting us to help! We really appreciate the kind words

Address

231 Royal Palm Way
Palm Beach, FL
33480

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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