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We Want to Draft Your Legacy

Why Do Families Fail when Transferring Wealth?

November 2, 2021
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
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Do I Need a 529 Education Savings Plan?

November 1, 2021
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?
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What Should Small Business Owners Know about Estate Planning?

October 29, 2021
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
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What Is a Dynasty Trust?

October 28, 2021
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
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Should I Delay Filing for Social Security?

October 27, 2021
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
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When Should You Update Your Estate Plan?

October 26, 2021
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
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Estate Planning and Cryptocurrency

October 26, 2021
Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.
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What Items Should Not Be Stored in a Safe Deposit Box?

October 22, 2021
Locking up certain important documents and valuables in a safe deposit box could turn into a headache for you or your heirs.
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If I Have a Will, Do I Have an Estate Plan?

October 21, 2021
While a will is often part of an estate plan, an estate plan covers much more ground.
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Estate Planning for Special Needs Children

October 20, 2021
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
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Jupiter, FL 33458

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