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
We take for granted that the tool of a revocable living trust is available to us. We can create a legal document where we usually
Under Florida law, life insurance is exempt from the claims of creditors. The exemption is rooted in public policy in the sense that when a
A common mistake, particularly with young parents who come into my office, is the naming of minor children as beneficiaries to financial assets such as
Ken and Barb have a joint trust that provides for one another and upon the death of the survivor of them the trust is to
I was very close to my great grandmother, whom I called “Bubby.” A framed picture in my home includes her image along with an 1890
