Do you, like most of us, find joy in giving to others? Whether it is our family, friends, employees, or charities, the ability to help those around us creates a great sense of pride and personal satisfaction. We find for most of our clients this holds especially true when it comes to creating a legacy that...

Most of our clients today know how important creating a Florida estate plan is for themselves and their families. They want to protect themselves, what they love most, their businesses, and ensure the legacy they are creating will survive them. We deeply understand the importance of these goals and work with them to create a plan...

Are you considering giving gifts of money to loved ones this holiday season? Did you know that monetary gifts can impact Medicaid eligibility? In fact, if you needed to apply for Medicaid in the next five years, did you know that this could have significant consequences? If you answered yes to the previous questions, be aware...

Have you heard proposed changes to the capital gains tax rate buzzing around the retirement planning world? If you are already a senior citizen and are depending on your retirement savings to fund the rest of your retirement, you may want to consider following these four tips that seniors will need if the capital gains tax...

Have you heard that the Biden administration has proposed several major changes to the federal estate tax? These include raising the capital gains tax rate for the highest earners to match ordinary income tax rates and removing the step-up basis provision that previously allowed heirs who inherited assets to avoid capital gains tax on any asset...

Have you heard of the proposed tax changes on the horizon with long term capital gains tax rates being a big focal point? Currently, the top capital gains tax rate is 23.8%. This number is reached by adding the 20% top capital gains tax rate and a 3.8% surcharge on the highest earners intended to fund...

When your aging parent needs nursing home care, although it can be difficult, it may also come as a relief if you have struggled to provide the necessary care on your own and it just may not be enough anymore. Do you understand, however, the cost structure of nursing home care and how you can help...

In the early stages of Parkinson’s, families may often be able to care for a loved one at home. As Parkinson’s progresses, however, it can become more debilitating with increasing tremors and decreasing mobility, often requiring the use of a walker or wheelchair and unfortunately, sometimes leaving a person bedridden. With the loss of mobility, risk...

Most college kids would rather think about their social lives or academic performance than an estate plan. Have you considered as a parent, however, that failing to secure healthcare estate documents before returning to school in the fall could derail their college experience, or worse? Whether protecting against a random accident or the recent surge in...

It may be no secret that we live in a litigious society. Business owners, people worried about an expensive divorce, working professionals who operate in a legally treacherous environment, and others, are all potentially at risk of devastating lawsuits. Did you know, however, that a Domestic Asset Protection Trust is one way to protect yourself? First,...