boynton beach
Loan, Gift, or Advancement: Why the Classification Matters
While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand…
Can I Make Estate Plans Without My Spouse?
The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances,…
Want a Greater Sense of Purpose? Plan Your Legacy
When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a positive contribution…
Trusts Solve Client Needs and Add Value to Wealth Plans
Some think that trusts are used only for end-of-life planning. Trusts, however, are like wrenches: they come in a wide variety of…
Is a delayed inheritance really an enhanced inheritance?
Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular…
Estate Planning When Not All of Your Kids are in the Family Business
Owning your own business can be a great endeavor that takes a lot of passion and drive. Many small business owners focus…
Not Married? You’re not alone – but you still need a plan. Estate Planning for People Living Together, Bachelors, and Bachelorettes
Approximately half of America’s population over the age of 18 is unmarried. While much of the discussion involving estate planning focuses on…
Probate
The much maligned, and rightly so, probate process occurs after death. It’s the court supervised process of authenticating the will, gathering assets,…
Do It Now: Name a Guardian for Your Minor Children
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too…
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…