• Trusts for Minors: Lifetime Protection

    Trusts for Minors: Lifetime Protection

    When clients are in our plan design sessions, we discuss how to protect children and the assets left for them from creditors, bankruptcy, divorce, and lawsuits. While Florida law prohibits us from creating these asset protection trusts for ourselves, we can provide this type of protection for other loved ones.  To work with us to […]

  • Protect Your Children’s Inheritance…

    Protect Your Children’s Inheritance…

    As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or squandered due to common life events, such as […]

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