Below you'll find a list of all posts that have been categorized as “Estate Planning”
With no state income or inheritance/estate tax, Florida is becoming a preferred destination for more than 330,000 individuals annually.If you are thinking about or have just made the move follow these steps to confirm and establish your legal domicile in Florida. We are often asked how to become a Florida resident, or how to maintain that residency. This decision can …
Receiving a large inheritance can be an unexpected windfall or curse to your beneficiaries. If you share these concerns, what are your options? Are there alternatives to a large, lump-sum inheritance that are worth considering? To avoid a negative outcome, it is not uncommon for individuals to evaluate alternative methods to transfer wealth to their beneficiaries. According to a recent …
Life, by its very nature, is uncertain, and nowhere is it more important to consider those uncertainties than when planning how the fruits of a lifetime will protect and sustain loved ones or continue to support cherished causes in the way someone wishes. In the past, trusts were mostly viewed as a strategy for preserving estates by reducing the impact …