Do I Need a Trust?
One of the most common questions I encounter in my practice. That question goes something like this, “I’m not a millionaire and my estate is
One of the most common questions I encounter in my practice. That question goes something like this, “I’m not a millionaire and my estate is
“I need to amend my irrevocable trust,” John said. “You can’t amend something that’s irrevocable,” I answered. “Are you sure that the trust you’re talking
Too often an overlooked yet important element of your estate plan is your 401(k) and IRA beneficiary designations. Financial planners deem these “matter of fact”
What happens when a man dies with a will or a revocable trust that was originally created by an attorney, but later that man apparently
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
Secure your legacy and build a comprehensive estate plan
tailored to your unique needs.
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