Ensure Your Company Survives Through Family Limited Partnerships
For years, Rupert Murdoch and his son, Lachlan, have been fighting in court to rework the succession plan the family had initially planned for News Corp. The goal was to […]
Should You Consider a Home Equity Investment in Florida?
A new kind of financing tool is growing in popularity, allowing homeowners to tap into the equity of their home without monthly payments or interest rates. Instead, the home equity […]
The Risks and Rewards of Home Equity Investments
Imagine being able to tap into the equity of your home without any payments or interest. It sounds too good to be true, right? In today’s financial marketplace, there are […]
Want to be a Trustee? Here is what you need to know!
One of the best ways to protect your assets after your death is the creation of a trust. These legal entities help protect your assets and distribute them how you […]
Staying Prepared: LGBTQ+ Estate Planning Tips for Changing Times
With the new administration taking office in January, LGBTQ+ couples across the country are worried their legal marriages might lose their protections that were given in the Obergefell v. Hodges […]
Think about using your full lifetime gift exemption today
For individuals and couples with a high net worth and a significant amount of assets, it is essential that you look at all ways to ensure your estate goes to […]
Have you considered including SLATs in your estate planning?
By the end of 2025, the rules about estate planning most likely will be considerably different. That’s because the 2017 Tax Cuts and Jobs Act, commonly known as the Trump […]
Take Advantage of the Estate Tax Exemption Today
As we look to 2025 with a new president, one of the most pressing topics is what will happen to the Tax and Job Cuts Act of 2017 passed during […]
What is estate planning?
With an estate plan in place, you provide instructions for how your finances, health, and other aspects of your life will be managed if you become incapacitated or die. It […]