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Estate Planning

Protect what you've built for the people you love.

6 articles

Estate planning is one of the most important — and most overlooked — aspects of a sound financial plan. At CameronDowning, our fiduciary CFP® professionals in Miami help clients navigate wills, trusts, beneficiary designations, and the latest changes under the SECURE Act. Whether you're just starting to think about your legacy or need to update an existing plan, our articles give you the knowledge to make confident decisions.

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Estate Planning

Do You Still Want to Be a Lawyer?

Christian M. Cameron, JD, LLM What Do I Want My Life to Look Like? As a young attorney, once you have settled in your new job, you eventually should be…

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Estate Planning

Using Life Insurance in a Planned Gift

Glenn J. Downing, MBA, CFP® · Apr 22, 2026

Estate Planning

Does Your Trust Need Updating? Secure Act Created Unintended Consequences for Inherited Retirement Accounts

Christian Cameron · Aug 26, 2025

Estate Planning

So Marry her Already! -or- Financial Benefits of Legal Marriage

Glenn J. Downing, MBA, CFP® · Jun 4, 2020

Estate Planning

Everybody Needs Estate Planning – That Means You!

Glenn J. Downing, MBA, CFP® · Apr 24, 2020

Estate Planning

Income Opportunities in Charitable Giving, or, Have Your Cake and Eat it Too

Glenn J. Downing, MBA, CFP® · Apr 9, 2020