Boca Raton
March 9, 2018
Why a Spendthrift Trust Can Be a Great Solution for Your Heirs
There are many tools that can be used when putting together your estate plan. One such tool is a trust. A trust…
March 2, 2018
Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away
Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted,…
February 23, 2018
Why Your Estate Planner Needs to Know If You’ve Lent Money to Family
Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we have all heard stories…
January 19, 2018
Debt After Death: Why You Should Think About It When Estate Planning
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money…
January 12, 2018
Organizing for Tax (and Estate Planning) Season
It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner….