Category: Advanced Estate Planning

Why Not Make Tuition Costs a Part of Your Advanced Estate Planning?
You want to make sure that your estate is planned to maximize the benefit to your family and other beneficiaries.  You want to make sure that all your hard-earned dollars [...]
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The Top 10 “Estate Tune Up” Ideas
You have already written down, and likely forgotten, your New Year’s resolutions at this point in the year. It’s the Summer and you are likely either enjoying a relaxing vacation, [...]
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The 5 Top Estate Planning Tips for 2019
It is never too soon to starting thinking about planning for our children’s future, for our retirement, and for how we will make sure our children will reap the benefits [...]
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What is a Private Annuity?
We have worked hard to save money, pay off the mortgage, and put extra away for a rainy day. We care very deeply about making sure that our children have [...]
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What Is Unified Credit?
We just got through tax season. That spells good news for accountants, who have been keeping long hours and perspiring through the mound of tax returns they do for their [...]
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What Does Right of Survivorship Mean?
This blog is geared towards those who are wondering what it means to have a right of survivorship, and how that may impact you if you are buying an asset, [...]
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What Is a Self-Cancelling Installment Note?
Good estate planners are focused on finding techniques that can minimize or possibly even eliminate gift and estate taxes when transferring assets to family members. That is because the transfer [...]
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What is a Grantor Retained Unitrust?
You want the best for your children.  You want to make sure that they have everything they need for the future.  The way to accomplish that is through fashioning an [...]
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How Would Divorce Impact an Estate Plan in Florida?
We all know that “the only constant in life is change.”  No matter how hard we try to square things away, make sure we leave no stone unturned, and consider [...]
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What Is a Pour-Over Will?
A “pour-over will” is a special kind of last will and testament.   It works in conjunction with a revocable trust, and it is worth considering in your estate plan.  This [...]
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