June 25, 2013

IRA Trust-The Secret That Very Few Know About

The purpose of any trust is to protect assets and wealth and to provide administration and distribution to the beneficiaries. An IRA Trust is no different. […]
March 12, 2013

Have you just moved to Florida?

Have you just moved to Florida? Or perhaps you’ve been here for a couple years, but haven’t updated all you estate planning documents. Now is the time […]
January 25, 2013

Ready for New Gun Control Laws?

President Obama has recently taken the gun control issue into his own hands, sidestepping Congress, to implement new gun laws through executive order. That is how […]
October 11, 2012

If I Die Without A Will, Will The State Get My Assets?

The answer is, possibly.  One of the most persistent estate planning “myths” around is the belief that if someone dies without a will, the State of […]
May 16, 2012

Forming A Company May Not Be Enough To Protect An Owner’s Assets

Many people are familiar with the basic liability protections afforded to the owners of a business entity such as a Florida LLC, corporation, or limited partnership.  […]
April 26, 2012

Thomas Kinkade’s Estate Braces For Fight Between Wife, Girlfriend

The estate of Thomas Kinkade, the popular artist and businessman, who was famous for his paintings depicting cottages, idyllic settings, and scenes with Christian themes, is […]
February 24, 2012

Pet Estate Planning Should Be A Priority For Any Pet Owner

According to the Humane Society of the United States, every year 400,000 dogs and cats need to find new homes after their owners die.  Undoubtedly, this […]
January 27, 2012

2012: The Year Estate Tax Planning Reemerges

It is no secret that the tax deal that President Obama and Congress reached in the final days of 2010 discouraged many from seeking estate planning […]
December 23, 2011

Year End Estate Planning For The Small Business Owner

The end of the year is as a good time for the small business owner to review recent developments in their personal lives and update their […]
December 21, 2011

End Of The Year Estate Planning – Review And Update Your Estate Plan

Many people find that the end of the year is a good time to review their estate plan and make changes where necessary.  This is because […]
December 16, 2011

End Of The Year Estate Planning – Taxes

December 8, 2011

Florida’s Protection Of Retirement Accounts

As the end of the year rolls around, individuals are seeking to make contributions to their retirement accounts, in order to save for retirement as well as […]