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  • What is a Trust?

    What is a Trust?

    A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to benefit their children, their grandchildren, or even charities. It is easiest to understand if you think about three separate people being involved.  One person, called the grantor, funds the trust somehow, by placing money […]

  • 4 Estate Planning Must Haves for Un-Married Couples

    4 Estate Planning Must Haves for Un-Married Couples

    Estate planning is often considered something you only need to worry about once you get married. But the reality is every adult, regardless of age, income level, or marital status, needs to have some fundamental planning strategies in place if you want to keep the people you love out of court and out of conflict. […]

  • Trust Planning – Why it Works and How it Differs

    Trust Planning – Why it Works and How it Differs

    Why Putting Your Family Home In A Trust Is A Smart Move If you are like many homeowners, your home is likely your family‚Äôs most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible […]

  • Business Owners DESERVE a better Estate Plan than Florida Statute

    Business Owners DESERVE a better Estate Plan than Florida Statute

    That’s right. To pass along those assets you’ve created, nurtured, and grown, the default estate plan requires your family to sue itself, your business and surviving partners, and your creditors. Which parties do you think get the best treatment? Its not your family, its not your business partners…its your creditors. You owe it to yourself and […]

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