How do I include my Grandchildren in my Estate Plan?
How do I include my Grandchildren in my Estate Plan? Grandchildren are often on the minds of those doing estate planning; learn the best strategies for including them in your plan. Similarly to planning the transfer of assets to your…
Why Should I Get a Gun Trust in Florida?
Why Should I Get a Gun Trust in Florida? The State of Florida allows residents to possess certain firearms and accessories that are regulated under Title II, Class 3, of the National Firearms Act. These items include, for example, machine…
10 Reasons Why You Need A Trust
10 Reasons Why You Need A Trust Christine Fletcher Contributor If your estate is not subject to estate taxes now, it may be in a few years. Clients often ask, “Why do I need a trust?” This question comes…
Estate Planning for Family-Owned Farmland
Estate Planning for Family-Owned Farmland JANUARY 3, 2019 | POSTED IN: WEALTH STRATEGIES Family farms, particularly in the Southeastern and Midwestern United States, are often maintained for generations. In many cases, these are one of or the dominant asset in the…
5 Estate Planning Strategies to Keep Your Money in the Family
5 Estate Planning Strategies to Keep Your Money in the Family The inheritance you leave could still be eaten away by taxes and expenses. Here are five strategies to avoid that. By Maryalene LaPonsie, Contributor Nov. 19, 2015, at 11:07 a.m. 5…
100 Things to Do While Stuck Inside Due to a Pandemic
100 Things to Do While Stuck Inside Due to a Pandemic As concerts are postponed, sporting events are canceled, schools are closed and tourist hot spots are shut down, experts recommend that even those who show no sign of illness stay home during…
A Letter of Instruction Can Spare Your Heirs Great Stress
A Letter of Instruction Can Spare Your Heirs Great Stress While it is important to have an updated estate plan, there is a lot of information that your heirs should know that doesn't necessarily fit into a will, trust or…
Don’t Give Your Adult Kids Your House
Don’t Give Your Adult Kids Your House Gifting a house outright to an adult child or adding them to the property's deed may avoid the hassle of probate, but doing so may bring along its own slew of issues. These…