mizner park
Your New Year Resolution was Getting your estate in Order-Did You? Don’t Put Off Till Tomorrow What You Can Do Today: Why It’s Time to Talk with Your Family and Your Estate Planning Attorney
There’s no perfect time to broach the subject of estate planning with your family. We all know that everyone passes away eventually,…
The Shocking Truth About Asset Protection Planning
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset…
Four Estate and Legacy Planning Tips for the Suddenly Wealthy
Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar employment contract,…
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…
Four Easy to Avoid Mistakes People Make at Tax Time
It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us…
An Easy Three-Step Review for Your Estate Plan “Helpers”
While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand…
Joint Tenancy Pitfalls: The ‘Simple’ Fix that Can Leave Your Family Broke
There are many ways to own your assets. When you die, it is only natural that you want your family to share…
Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank…
Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected
It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this…
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…