When my children were young, I used to read Dr. Seuss books to them. One of their favorites was The Cat in the Hat Comes
It’s frustrating when we receive conflicting advice about a particular topic, and that is as true with estate planning as it is with anything else.
I’m always looking for shortcuts when driving, especially during busy season. Most long-time Sanibel residents know that the easiest way off the island during March
For those of you who have wills and trusts that contain testamentary (post-death) trusts that continue on for your loved ones, you may notice that
At the conclusion of our recently held client workshops we open the floor for questions. At all three of the venues a common question arose,
Occasionally I am asked a basic estate planning question that I will review today, and that is the basic differences between estate-planning with a will
What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
Many people move to Florida or establish residency here not only for the sunshine but also to minimize their tax burden. When you move to
I was born at the tail end of the baby boomer generation – which is said to include all those born between 1946 and 1964.
When choosing how to approach your estate plan, it’s important to realize that the different types of assets that you own have different legal and
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