How Trusts Can Prevent Families from Fighting Over Inheritance
Learn how trusts can protect your heirs' inheritance from your family fighting over inheritance and creditors, as well as safeguard your family's financial future.
Florida Estate Planning Essentials: What Every Family Needs to Know
Florida families need more than just a will—estate planning essentials like trusts, powers of attorney, and updated beneficiary designations ensure your wishes are honored. Learn how to protect your legacy, avoid probate, and plan for life’s changes with confidence and clarity.
Who Should You Choose as Trustee for a Special Needs Trust?
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
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?
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?
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.
Choosing the Right Executor
More often than not, a family needing to appoint an executor to an estate picks a family member. In those cases, familiarity with the deceased’s estate is a priceless commodity. However, it's important to choose an executor who is trustworthy, understands financial matters and has the time to take on the many tasks of this role.
Wills, Trusts and Estate Planning: Facts You Should Know
Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.
Do I Need a Trust If I Have a Small Estate?
Estate planning isn't just for the wealthy—it's for everyone who wants to protect their family, assets, and future. Many people assume that trusts are only necessary for large or complex estates, but that’s not the case. Even those with smaller…
Asset Protection Planning: How to Safeguard Your Wealth from Creditors
Protecting your assets from creditors is essential for securing your financial future. Asset protection planning involves trusts, LLCs, retirement accounts, and insurance to shield wealth from lawsuits and debts. Early planning is key—learn how to safeguard your estate and ensure your heirs' inheritance remains secure.