Blogs
Blogs
New Business Succession Strategy: The Purpose Trust
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you are a business owner, you may be tempted to succumb to the tyranny of the urgent and fail to take the time to consider the future of...
Tax Season Is Just around the Corner
For everything there is a season, and it will soon be the season for taxes. Although it always seems to arrive too quickly, you will start to receive important tax documents by January 31. Whether you are filing as an individual or administering an estate or trust,...
January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
Celebrate National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones. Mentors can have a huge positive impact on a young person’s life by sharing the wisdom,...
Only One-Third of Americans Have an Estate Plan, D.A. Davidson Survey Finds
*Originally published October 17, 2022 in the The Wealth Advisor (Business Wire) - D.A. Davidson & Co. today announced survey results revealing that only one in three (34%) adult Americans has an estate plan. Of those who do have an estate plan, 20% have not...
Tips to Defeat the New Bogeyman: Inflation
Surviving High Inflation With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some level of distress as you watch the steady decline in your purchasing power, you do not have to sit idly by while it happens. Here are...
Hurricane Ian Tax Relief
Written By: Ken Crotty, J.D., LL.M. On September 29, 2022, the Federal Emergency Management Agency (“FEMA”) declared a major disaster in the state of Florida, affecting all 67 counties. As a result of the disaster declaration, the IRS announced that certain...
Will Your Trusted Decision Maker Be a Hero or Villain
Failing to Appoint Trusted Decision Makers While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror films ever, I Care a Lot is the stuff of real-life nightmares. The movie I Care a Lot tells the story of a con artist named Marla...
Is Your Estate Plan a Trick or Treat for Your Loved Ones?
What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan? Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the dirtiest tricks that can be played on an unsuspecting family...
How to Keep Your Child’s Inheritance Out of Your In-Law’s Hands
About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child’s spouse, you must face the possibility that they could become your child’s ex-spouse. Should that day come, the money you leave to your child...
Think Your Estate Plan is Complete? Make Sure You’re Not Missing These Important Points
Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is...
New Business Succession Strategy: The Purpose Trust
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you are a business owner, you may be tempted to succumb to the tyranny of the urgent and fail to take the time to consider the future of...
Tax Season Is Just around the Corner
For everything there is a season, and it will soon be the season for taxes. Although it always seems to arrive too quickly, you will start to receive important tax documents by January 31. Whether you are filing as an individual or administering an estate or trust,...
January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
Celebrate National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones. Mentors can have a huge positive impact on a young person’s life by sharing the wisdom,...
Only One-Third of Americans Have an Estate Plan, D.A. Davidson Survey Finds
*Originally published October 17, 2022 in the The Wealth Advisor (Business Wire) - D.A. Davidson & Co. today announced survey results revealing that only one in three (34%) adult Americans has an estate plan. Of those who do have an estate plan, 20% have not...
Tips to Defeat the New Bogeyman: Inflation
Surviving High Inflation With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some level of distress as you watch the steady decline in your purchasing power, you do not have to sit idly by while it happens. Here are...
Hurricane Ian Tax Relief
Written By: Ken Crotty, J.D., LL.M. On September 29, 2022, the Federal Emergency Management Agency (“FEMA”) declared a major disaster in the state of Florida, affecting all 67 counties. As a result of the disaster declaration, the IRS announced that certain...
Will Your Trusted Decision Maker Be a Hero or Villain
Failing to Appoint Trusted Decision Makers While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror films ever, I Care a Lot is the stuff of real-life nightmares. The movie I Care a Lot tells the story of a con artist named Marla...
Is Your Estate Plan a Trick or Treat for Your Loved Ones?
What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan? Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the dirtiest tricks that can be played on an unsuspecting family...
How to Keep Your Child’s Inheritance Out of Your In-Law’s Hands
About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child’s spouse, you must face the possibility that they could become your child’s ex-spouse. Should that day come, the money you leave to your child...
Think Your Estate Plan is Complete? Make Sure You’re Not Missing These Important Points
Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is...
New Business Succession Strategy: The Purpose Trust
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you are a business owner, you may be tempted to succumb to the tyranny of the urgent and fail to take the time to consider the future of...
Contact Us
Phone
Address
3700 South Conway Road, Suite 100
Orlando, FL 32812
New Business Succession Strategy: The Purpose Trust
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you are a business owner, you may be tempted to succumb to the tyranny of the urgent and fail to take the time to consider the future of...
Contact Us
Phone
Address
3700 South Conway Road, Suite 100
Orlando, FL 32812