Business owners spend a lifetime building a successful enterprise. If things go wrong, however, you could be putting your entire livelihood at risk. Without proper asset protection planning, your personal assets could be exposed to claims from creditors and other parties. Unfortunately, this is something that many business owners put […]

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 […]

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 […]

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 […]