Inadequate access to estate planning frequently prevents Black and Hispanic families from passing down wealth, which perpetuates the racial wealth gap.
If you follow celebrity news, you can’t help but get a little education about estate planning—you could fill a whole textbook with their cautionary tales.
If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
Upon your passing, the way your assets are distributed and to avoid probate will be based on the type of estate plan you have.
Learn from a teen’s loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family’s future financial decisions.
Often clients are anxious to make annual gifts with the mistaken belief that their heirs will pay a tax at their death.
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
Create an estate plan before a health crisis to ensure that your wishes are respected and reduce stress for your loved ones.
Prenuptial agreements are becoming more popular as couples seek financial clarity and protection. They help manage assets and debts and reduce conflicts, ensuring a stable future.
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
