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.
Sometimes the people we trust most can disappoint us. Learn how legal planning and estate tools protect the elderly from abuse and exploitation.
Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
Most dramatically, the Secure Act established a 10-year rule for withdrawing from inherited IRAs that eliminated the popular, but at times controversial, ability to “stretch” inherited IRAs for these beneficiaries.
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
