What is an Estate Plan, and Who Needs One?
[embed]https://youtu.be/Nh3mQRETHz8[/embed] You often hear that everyone needs an estate plan, but you don’t often hear exactly what that means. As...
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January 25, 2024
Elder Law, Estate Planning
Elder Law, Estate Planning
IRS To Provide Free Tax Prep Software – Is it For You?
It’s been a long time coming, but this year, for the first time, the IRS will provide Free tax prep...
June 14, 2023
Estate Planning
Estate Planning
Sibling Rivalry with Estate Planning
Sibling rivalry all too often resurfaces during a parent's estate planning process, and long-buried conflicts often come back to life...
May 30, 2023
Estate Planning
Estate Planning
PERILS OF NFL ESTATE PLANNING
With 11 controlling owners of NFL franchises 75 years and older, the next few years will see many teams changing...
May 9, 2023
Estate Planning, Irrevocable Trust, Revocable Trust, Trusts
Estate Planning, Irrevocable Trust, Revocable Trust, Trusts
What are the differences between revocable and irrevocable trusts?
You have probably heard of a trust before, but did you know there are two kinds of trusts - Revocable...
May 4, 2023
Estate Planning, Power of Attorney
Estate Planning, Power of Attorney
7 THINGS TO KNOW WHEN ACTING AS AN AGENT IN FLORIDA
Appointing an agent through a Florida power of attorney can be an invaluable estate planning step that can help...