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Who Should You Choose as Trustee for a Special Needs Trust?
April 4, 2025
Choosing the right trustee for a Special Needs Trust is essential to protect your loved one’s benefits and quality of life. Ask key questions about knowledge, time, and trust structure to ensure your chosen trustee can handle the role’s unique responsibilities with care and skill.
Donate Your IRA Distributions to Charity to Reduce Your Taxable Income
March 28, 2025
If you’re over 70½ and don’t need your IRA distribution, consider donating it directly to charity through a Qualified Charitable Distribution. This strategy reduces your taxable income, supports causes you care about, and can satisfy your required minimum distribution without increasing your tax burden.
Do You Need a Gun Trust in Florida?
March 21, 2025
A gun trust helps Florida firearm owners legally transfer guns, avoid inadvertent felonies, and keep their collection private. It ensures compliance with federal laws like the NFA and GCA while allowing multiple trustees to possess firearms safely.
How Do I Plan for End of Life Care?
March 13, 2025
Advance directives and other end of life care documents enable you to legally document healthcare and end-of-life preferences, ensuring that your treatment aligns with your values and wishes, even when you can't speak for yourself.
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