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? Defining...
As a business owner, you invest significant time, effort, and resources into building and growing your enterprise. Naturally, you want to ensure that your hard work and the value of your business are protected and continue to thrive, even after you are no longer around. While creating a Florida last will and testament is a crucial...
Periodic estate planning updates will assure your legacy. The birth of a child is a life-changing event that brings new responsibilities and considerations for every parent, whether it is their first child or their fourth. As a parent you have so much to do, but it is critical that estate planning updates are at the top...
Family LLC Estate Planning Benefits Family LLC estate planning can add a level of separation between personal and business assets, increase management options, provide estate tax benefits, and address succession planning. Do you have a Florida estate plan right now? Are you looking for ways to improve your plan for yourself, your loved ones, or your...
Have you considered using a special needs trust in your estate planning? When you have a loved one facing a significant disability or other challenge, your experienced Florida estate planning attorney may recommend a special needs trust, or supplemental needs trust, as a planning tool to reach your goals. Through a special needs trust, you can...
Do you have a Florida estate plan? Did you use an estate planning checklist to guide you? As you begin to create or review your existing estate plan you must verify your goals for yourself, your loved ones, and your legacy. You must specify what you want to happen at a time when you can no...
Do you have an older loved one in your family? Do you have neighbors who are older? Are you aware that May is National Older Americans Month? Across the nation communities, families and loved ones are encouraged to learn more about the issues that our Older Americans face as they age. We encourage you, this month,...
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...
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