When evaluating your estate planning options, determining who will supervise your assets is a crucial step. Whether you are setting up a trust or writing a will, it’s important to feel confident that your assets will be protected.
Understanding the obligations assigned to the different members of your...
When designing a plan that reflects your end-of-life wishes, it’s important to set up a meticulous estate plan that integrates appropriate tax planning strategies. Especially in cases where there is a lot of value to transfer to beneficiaries, it is important to consider any possible tax impacts that the transfer may...
When setting up an asset protection strategy, it is important to understand the classification of assets that you seek to safeguard. Assets may be divided into two general types: tangible and intangible.
What is a tangible asset?A tangible asset is something that is owned by...
In recent years, older adults in the United States have begun focusing on how to appropriately manage their retirement finances and how they want to distribute their estates in the future. Although the number of adults with retirement and estate plans is on the rise, there is still a significant...
New parents in Florida have much more on their minds than planning their estate. Between baby-proofing their home and vehicle, running between pediatrician appointments, and setting up the crib, there is not much time for parents to start planning for a conversation around estate planning. However, setting up preparations for...
Across the country, it is common for many single adults to believe that establishing an estate plan is not a necessary aspect of their personal finances or affairs. In fact, the opposite is true: creating a thorough and well-planned estate can provide individuals of all financial backgrounds with protection for...
For many of those living in Florida with special needs, financial assistance from the government is considered a primary source of income. Central Florida residents who receive benefits from the government through special needs programs are usually children born with a developmental or physical impairment or individuals who have been...
All over the country, and especially in Florida, millions of families are being affected by the COVID-19 pandemic. Many businesses have shut down, traveling restrictions have been put in place, and safety measures have been instituted nationwide that prevent us from living our normal lives. With the possibility of infection from the...
One of the most common concerns that individuals have when it comes to setting up an inheritance for their family is whether or not the funds will be spent appropriately. It is a well-known fact that there have been many instances where someone has received a financial inheritance and has spent it...
Service members have estate planning needs too. Below are some commonly asked questions relevant to service members. Have other questions? Let us help answer them for you.
While you do have some legal services at your disposal because of your military service, sometimes the basic estate planning offered...
