September 11, 2020 •
Estate Planning ![]()
Develop a successful transition plan that will provide for you, your heirs and your business.
Read MoreSeptember 10, 2020 •
Estate Planning ![]()
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
Read MoreSeptember 9, 2020 •
Estate Planning ![]()
Two years ago, the Trump Administration quietly began a review of the nation’s long-term care (LTC) insurance system, focused primarily on ways to enhance private coverage.
Read MoreSeptember 8, 2020 •
Estate Planning ![]()
The surviving daughters of Don Lewis, a Tampa man who went missing 23 years ago this month, have filed a lawsuit in Hillsborough County court against Tiger King subjects Kenny Farr and Carole Baskin, along with a woman listed as a witness on Lewis’ will.
Read MoreSeptember 4, 2020 •
Estate Planning ![]()
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
Read MoreSeptember 3, 2020 •
Estate Planning ![]()
Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own. A doctor you've never met could decide how you spend your last moments, and your loved ones could be saddled with untangling an expensive legal mess after you die.
Read MoreSeptember 2, 2020 •
Estate Planning ![]()
Small businesses are often caught up in growth cycles, profits and ensuring that products arrive to consumers on time. The life of a small business owner is a hectic one with many owners failing to follow basic estate planning and business law practices.
Read MoreSeptember 1, 2020 •
Estate Planning ![]()
When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.
Read MoreAugust 31, 2020 •
Estate Planning ![]()
’Per stirpes’ vs. ‘per capita.’ Making the wrong choice could cause an estate planning disaster.
Read MoreAugust 28, 2020 •
Estate Planning ![]()
Losing a job is almost always traumatic. In your 50s, job loss can be devastating — and devastatingly common.
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