This article emphasizes the importance of not just appointing, but also connecting a child with their potential guardians, ensuring they’re cared for by trusted family or friends.
Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.
This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.
We explore the critical importance of addressing cognitive decline in estate planning to safeguard assets and ensure intended inheritance.
Women live longer than men and generally make less money. This affects how they should prepare for retirement.
In 2024, the federal estate tax ranges from 18% to 40%, depending on how much the value of the estate exceeds the current exemption limit of $13.61 million.
Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. Here’s how to protect them.
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
Estate planning might sound like something for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about to protect ourselves and loved ones.
There is a massive movement of money going on right under our nose. It’s not illegal or unethical. However, it’s fraught with peril.
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
