Category: Succession & Estate Planning

Funding Your Revocable Living Trust for Florida Residents
October 28, 2020
Funding Your Revocable Living Trust for Florida Residents

I'm sure at one time or another you have heard the term "probate," but what does it mean? Probate is the...

Why Estate Planning is So Important For Your Business
October 03, 2017
Why Estate Planning is So Important For Your Business

Owning a business means being in charge of your family’s backbone. Your life revolves around it. Your family eats, plays, and...

When Should a Married Couple Own a Business as Tenants by the Entirety?
September 18, 2017
When Should a Married Couple Own a Business as Tenants by the Entirety?

Have you been to one of those small towns with a charming Main Street and mom and pop shops? Not only...

How To Protect Your Personal Assets
July 14, 2017
How To Protect Your Personal Assets

There are a lot of people who dream of someday starting their own business. They either have a great idea they...

You-Proofing Your Business
May 12, 2016
You-Proofing Your Business

Making your business less dependent on you has a number of benefits: you can scale your company more quickly if you’re...

Is it Time to Review and Update your Will?
October 15, 2012
Is it Time to Review and Update your Will?

October 15-22, 2012, is National Estate Planning Awareness Week and an ideal time to review your Last Will and Testament along...

Reducing Your Taxable Estate Before the Exemption Ball Drops on New Year’s Eve 2012
July 25, 2012
Reducing Your Taxable Estate Before the Exemption Ball Drops on New Year’s Eve 2012

Before the ball drops on New Year’s Eve 2012, up to $5.12 million of your estate is exempt from federal estate...

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