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  • Estate Planning: Why the old process fails families!

    Estate Planning: Why the old process fails families!

    Did you print out your Legal Zoom docs and feel a sense of relief that your “estate plan is done”? Did you put your docs into a safety deposit box never again to be examined? While you may have felt relieved, the reality is that those docs may have done very little to protect you, […]

  • 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 […]

  • Estate Planning Must Haves for Parents – Even with Legal Docs

    Estate Planning Must Haves for Parents – Even with Legal Docs

    A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including such provisions as naming a legal guardian for their child in […]

  • Are you telling yourself sabotaging stories?

    Are you telling yourself sabotaging stories?

    “I’ll do estate planning next year.” “I’ll plan for my estate and incapacitation when I have X amount of dollars in the bank.” “We are too young to have to worry about estate planning.” “I’m healthy, why should I worry about incapacitation?” “We don’t have enough assets to worry about estate planning.” “I’m married so […]

  • Planning for Incapacity – The time to give this GIFT is NOW

    Planning for Incapacity – The time to give this GIFT is NOW

    One of The Greatest Gifts To Your Family Is The Plan For Incapacity When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. Although that thought is not wrong, it also leaves out a very important piece of planning for […]

  • 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 […]

  • 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 […]

  • Probate: What It Is & How To Avoid It—Part 1

    Probate: What It Is & How To Avoid It—Part 1

    Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping your […]

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