mizner park

June 28, 2019

Estate Planning for Rental Property Owners

In all parts of the country, services such as Airbnb have grown in popularity over the past few years. Indeed, these alternatives…

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June 21, 2019

My Trust is Signed, No Probate for My Family, Right?

Planning ahead has obvious benefits. Whether you’re planning a vacation or researching for a job interview, it’s always smart to outline your…

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June 13, 2019

Estate Planning Is Not Just About Money

It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have…

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May 31, 2019

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…

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May 24, 2019

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…

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May 17, 2019

Should You Disinherit a Child?

Most parents choose to leave their estates equally to their children. But sometimes, parents intentionally choose to not leave anything to a…

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May 10, 2019

Which Asset Protection Strategies Are Right for You?

How You Can Keep Claims From Threatening Your Property Most of us do not expect to be sued. However, lawsuits are filed…

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May 3, 2019

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

According to a  survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many…

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April 26, 2019

When is “living probate” necessary?

If you become incapacitated, who is going to take care of you?  You will not be able to make medical decisions for…

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April 19, 2019

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…

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