The Importance of Incorporating Life Insurance into Your Florida Estate Plan Life insurance is a pivotal component of a comprehensive estate plan. Integrating life insurance policies into estate planning can provide financial security for your heirs and ensure that your…
Once you have a child, you’ve got a bundle of joy—and a lifelong commitment to caring for the child, sometimes even after they reach adulthood. What would happen if something happened to you and your spouse or partner? Estate planning…
My Jacksonville clients often are looking for effective ways to pass wealth to future generations while minimizing tax burdens. One powerful tool in estate planning that addresses these concerns is the dynasty trust. In this article, we'll explore what a…
Whether you're a parent with a special needs child or an adult caring for an elderly or special needs loved one, creating a comprehensive Special Needs Plan is crucial. Careful planning ensures that the individual with special needs has clear…
Planning for potential disability and mental incapacity is part of a comprehensive Florida estate plan. While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation…
A subtrust is a separate entity created under the umbrella of a primary trust or a will. A subtrust becomes active based on the terms of the trust or will when certain events happen such as the death of the…
Estate planning is a crucial process for everyone. However, it becomes particularly imperative for our elderly parents in Jacksonville especially if you live in a different state and do not see them on a regular basis. When you do have…
A new federal law, the Corporate Transparency Act (CTA), which becomes effective January 1, 2024 will impact almost all LLC's and small corporations in the United States. Businesses now have new reporting requirements annually, and these changes may lead to…