Tag: Asset Protection

We Want to Draft Your Legacy

How Do I Incorporate Cryptocurrency into My Florida Estate Plan?

August 25, 2020
Bitcoin has gone in value from less than one cent in 2010 to a high of $20,000 in 2017, to a value at the end of July 2020 of nearly $11,000. Now the U.S. Congress is holding hearings on the digitization of the dollar, so cryptocurrency has become an increasingly important financial tool for individuals and businesses.
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How Can I Protect Assets from Creditors?

August 20, 2020
Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
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What Should I Know about Immediate Variable Annuities?

August 18, 2020
Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.
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What Does My Florida Estate Plan Look Like after Divorce?

August 17, 2020
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
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Can I Add Real Estate Investments in My Naples Will?

August 14, 2020
All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
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Why Is Trust Funding Important in Florida Estate Planning?

August 10, 2020
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
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What are the Estate Planning Basics?

August 6, 2020
It's never too early to start working on how your things will be handled, once you pass away.
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How Do I Appoint a Guardian for My Children in Estate Planning?

July 27, 2020
Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…
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Did ‘The Gambler’ Have Estate Planning?

July 22, 2020
Kenny Rogers didn’t write a lot of his greatest hits. His heirs get a little cash, when any of his recordings are played or purchased online, but that’s just a trickle of income.
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How Do the Children Divide Up Mom’s Tangible Property?

July 17, 2020
One of the biggest challenges for anyone administering an estate is how to distribute what are called its tangible items. Unlike other property which can be easily sold, turned into cash and divided equally, tangible property is unique and often can't be equally split. Its value also often can't be measured by what it could be sold for. A family photo album may have no monetary value, for instance, but great sentimental significance.
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