How to Name a Revocable Trust: A Guide for Florida Residents
How to Talk about Estate Planning with Aging Parents: Guidance for Baby Boomers and Gen-Xers
Discussing estate planning with aging parents can be a sensitive topic for many Jacksonville residents, but it’s an essential conversation for Baby Boomers and Gen-Xers to ensure peace of mind and a well-managed legacy for their families. Baby Boomers and…
How to Choose the Right Trustee for Your Estate Plan
How to Include a Charity In Your Estate
How Revenue Ruling 2023-2 Impacts Irrevocable Trusts in Florida Estate Planning
Estate Planning after a Divorce: What You Need to Know
Divorce is an undeniably significant life event, marking not just the end of a marriage but also the beginning of a new phase in one's life. Jacksonville residents either going through a divorce or who have recently finalized one may…
Risks of Naming a Special Needs Beneficiary for Retirement Plans or Life Insurance Policies
For Jacksonville families striving to secure a bright and stable future for their special needs family members, your ultimate goal is to ensure that they will be secure and taken care of long after you are gone. Due to the…
Why Powers of Attorney Are Essential for Business Owners
A business owner works hard to establish a company, build wealth, and protect assets. That owner creates a plan for company growth and backup in case of an unexpected disruption. They should also plan for unforeseen events, such as mental…
Estate Planning for Non-Traditional Families: A Comprehensive Guide
In today's diverse society, families come in myriad forms, each with unique dynamics and needs. This diversity underscores the importance of customizing estate planning to fit various family structures and protecting your assets and loved ones after you pass away.…