Occasionally I am asked a basic estate planning question that I will review today, and [...]
What many clients don’t realize is that they may lose their trusted financial advisor when [...]
Many people move to Florida or establish residency here not only for the sunshine but [...]
I was born at the tail end of the baby boomer generation – which is [...]
When choosing how to approach your estate plan, it’s important to realize that the different [...]
We take for granted that the tool of a revocable living trust is available to [...]
Under Florida law, life insurance is exempt from the claims of creditors. The exemption is [...]
A common mistake, particularly with young parents who come into my office, is the naming [...]
Ken and Barb have a joint trust that provides for one another and upon the [...]
I was very close to my great grandmother, whom I called “Bubby.” A framed picture [...]
