Latest Blog Posts

The Spooky Truth: Is a Payable on Death Account Right for You and Your Family?

Posted on: October 30th, 2018
On this Halloween's Eve we are pondering death...payable on death accounts that is. The spooky truth is that payable on death accounts, or “POD accounts” for short, don't always prevent probate....

Your Fall “Legal Affairs” Checklist

Posted on: October 23rd, 2018
With the fall season here to signal that the end of 2018 is approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date....

An Introduction to Planning with Limited Liability Companies – Part 4 of a 4 Part Series

Posted on: October 23rd, 2018
This is Part 4 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan. In today’s post we cover the downside to using Florida LLCs and a brief discussion of why it can be beneficial to use LLCs formed in other states as a part of your asset protection plan....

Your 2018 Taxes – Get Started Now

Posted on: October 18th, 2018
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective in 2018....

An Introduction to Planning with Limited Liability Companies – Part 3 of a 4 Part Series

Posted on: October 18th, 2018
This is Part 3 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan....

Estate Planning Considerations for Benefits Open Enrollment

Posted on: October 9th, 2018
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage. Your employer may pay 100 percent of the premiums, split the costs with you, or you may have to pay all of the premiums yourself. Below are several considerations you should keep in mind once open enrollment begins....
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