Using Asset Protection Planning to Protect Real Estate

Wed Sep 30, 2020 | Estate Planning |

For many people, the real estate they own is among their most valuable assets, if not the most valuable assets. As unpleasant as it may be to consider, your real estate holdings may be at risk In the event of unexpected financial difficulties or legal action. An experienced Boca Raton […]

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How to Avoid Problems with Your Living Trust

Wed Sep 16, 2020 | Trusts |

Estate planning is an investment in your future and your family’s security. Unfortunately, there are no easy solutions – careful planning and frequent reviews are the keys to a solid estate plan. A one-size-fits-all estate plan that you create and then forget about is bound to cause frustration at the […]

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Use It or Lose It? Gifting Considerations Before the November Election

Wed Sep 2, 2020 | Estate Planning |

Estate Planning, Regardless of Net Worth Although the primary audience for this article is high net worth individuals (individuals whose assets are in excess of the estate/gift tax exemption amount) who may take advantage of sophisticated gifting strategies, estate planning is not just for the ultra-wealthy. Estate planning encompasses a wide […]

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What Happens if You Die Without an Estate Plan?

Mon Aug 31, 2020 | Estate Planning |

One of the principal benefits of having an estate plan is peace of mind. Your estate plan is how you will continue to provide for your family as you approach your later years and even after you are gone. Understandably, it’s something that many people simply don’t want to think […]

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