ESTATE PLANNING BRIEF If you’re Moving, Review your Estate Plan Are you planning to move to a different state, or have you just moved to Florida? It may be due to a change in jobs, a desire for a better climate, or an...
ESTATE PLANNING BRIEF Deducting a Trust’s Charitable Donations If you’re charitably inclined, donating assets held in a trust may be desirable. Why? Perhaps you’re not ready to let go of assets you hold individually. Or...
ESTATE PLANNING BRIEF Two Estate Planning Options for Families with Disabled Loved Ones If you have a family member who’s disabled, financial and estate planning can be tricky. You don’t want to jeopardize his or her...
ESTATE PLANNING BRIEF What Does “Probate” Mean? The term “probate” is one you’ve probably heard and might associate with negative connotations. But you may not fully understand what it is. For some people, the term...
ESTATE PLANNING BRIEF Leave a Lasting Legacy with a Family Education Trust Providing for the educational needs of your children, grandchildren, and future generations is an honorable estate planning objective. What are your...