5 Reasons to Consider a Special Needs Trust Here are 5 common reasons for establishing a special needs trust that applies to your family member with a disability. Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor In my last article,…
Having a comprehensive estate plan won’t do you much good if no one can find it. Making and distributing copies of your estate planning documents are an incredibly important part of making sure your wishes are both known and followed.…
Inheritance Laws in Florida Chris Thompson, CEPF® SEP 11, 2019 In Florida, there are no state taxes related to inheritance and the estates of those who have died. Below you’ll find detailed information about how the state handles its residents’ estates…
What Is a Marital Trust and How Does It Work? Javier Simon, CEPF® JUL 24, 2019 A marital trust is a type of irrevocable trust that allows you to transfer assets to a surviving spouse tax free. It can also shield…
Britney Spears: “I Just Want My Life Back” Britney Spears opened up to a Los Angeles Judge on Wednesday. She told the judge that "she had been drugged compelled to work against her will and prevented from removing her birth…
How Charitable Giving Can Reduce Your Taxes and Your Medicare Premiums 06/18/2021 Christopher A. Mattern Many people give donations at year-end to support their favorite charities—and to reap the tax benefits of doing so. But what many generous folks don’t realize…
A Financial Advisor’s Role in Estate Planning Katie Camann November 3, 2020 A Financial Advisor’s Role in Estate Planning. When forming an estate plan, a financial advisor plays a crucial role. As a financial advisor, you are focused on the client’s…