Estate Planning

The Biggest Threats to Successful Estate Planning Image
06.05.2015

The Biggest Threats to Successful Estate Planning

Poor estate planning is a recipe for disaster. Look no furth...

Business Owners Who Take Time to Plan Exits Increase Chances of Success Image
08.14.2014

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

“To will is to select a goal, determine a course of action...

Jim’s Chapter in Florida Bar Book Quoted in Miami Firm’s Blog Image
08.01.2014

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

We are excited to share that our senior attorney and firm o...

Can You Afford To Ignore Your Business Exit? Image
07.30.2014

Can You Afford To Ignore Your Business Exit?

“In preparing for battle, I have always found that plans a...

EZ Legal Forms: A Cautionary Tale Image
04.04.2014

EZ Legal Forms: A Cautionary Tale

Here is a legal case that highlights the danger behind usin...

New Ruling on Accounting Firm Succession Plans Image
11.11.2013

New Ruling on Accounting Firm Succession Plans

Steve Leimberg's Employee Benefits and Retirement Planning E...