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Why you should make estate planning a New Year’s resolution

At the end of the calendar year, many of us reflect, think of ways we can improve our lives, and…

5 years ago

The importance of a business succession agreement… And how it can protect you.

An important part of any estate plan is the consideration of what will happen to your business. A business succession…

5 years ago

Special Needs Trusts

Individuals with special needs often face much greater challenges compared to those without special needs. Quality of life can be…

5 years ago

Life Insurance Trusts

Estate taxes can be expensive, but if you plan ahead, you can reduce or even eliminate these taxes. A life…

5 years ago

Dynasty Trusts

A dynasty trust is a long term trust created to pass wealth from generation to generation without incurring transfer taxes…

5 years ago

The importance of trust administration in estate planning

Managing the expectations of beneficiaries is one of the most important aspects of trust administration. Many people having heard that…

5 years ago

If you need assistance with your VA pension, know THIS

Many older veterans are unaware that they can qualify for financial help in paying for the cost of home care.…

5 years ago

Protecting Your Loved Ones From Elder Abuse

Elder abuse has become increasingly common especially in the state of Florida. Typically, elder abuse involves a financial exploitation of…

5 years ago

The most important elements of your estate plan

If you have assets, you should have a plan for what will happen to them in the event of your…

5 years ago

The importance of adding your digital assets to your estate plan

Every 60 seconds there are millions of Facebook posts, tweets, and Google searches. Additionally, more than three million emails are…

5 years ago