Latest Blog Posts

5 Most Expensive States for Retirees in 2015

Posted on: July 9th, 2015
While there are many factors to consider when choosing the place where you will retire, the ones that will impact your wallet may be the most important. Why? Because having a low crime rate and beautiful weather will be irrelevant if high costs deplete your retirement nest egg faster than anticipated. ...

Dispelling the Top 3 Estate Planning Myths

Posted on: June 30th, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed....

Caution: Your Traditional Asset Protection Plan is Set Up to Fail

Posted on: June 19th, 2015
You may be surprised to learn that not only has asset protection planning been around for a long time, but you have already engaged in it at some point during your life. In fact, you probably have one or more types of traditional asset protection planning in place at this very moment. The problem is in many cases the type of planning you have right now won't be enough to protect you and your family....

Major Change in Estate Tax Closing Letters

Posted on: June 19th, 2015
The IRS recently announced a major change in its procedure for issuing estate closing letters....

Business Owners Who Take Time to Plan Exits Increase Chances of Success

Posted on: August 14th, 2014
“To will is to select a goal, determine a course of action that will bring one to that goal, and then hold to that action till the goal is reached. The key is action.” — Michael Hanson If the thought, “Why exit plan when I can’t sell my business now or anytime soon?” has crossed your mind, consider the case of fictional owner Rudolfo LeMonde....

Jim's Chapter in Florida Bar Book Quoted in Miami Firm's Blog

Posted on: August 1st, 2014
We are excited to share that our senior attorney and firm owner Jim Flick co-wrote the chapter "Offshore Asset Protection Trusts" of the Florida Bar's book Asset Protection in Florida, 3rd Edition published last year for attorneys....
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