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 […]

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 […]

Many people question whether it’s worth the time and money to hire an attorney to help them with their estate planning in today’s age of information. Because of their low cost, online forms are extremely attractive, and the assumption is that they must be valid if they are being offered […]

When it comes to estate planning, trusts offer a number of advantages over a traditional will and have become an incredibly popular estate planning tool throughout the state of Florida. A trust works by naming a trustee to manage your assets for the benefit of your heirs. While this sounds […]