Category archives: Asset Protection
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4 days ago
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State Laws are an important consideration for your Estate Planning, and it is crucial for you to know that laws and guidelines can vary from state to state. It is vital for Florida residents to make sure that your Estate Planning documents are in keeping with Florida Law and Statutes.
For example... [read more]
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1 month ago
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Probating a will in Florida is a complex but manageable formal process of distributing assets from a person who has passed away to that person’s loved ones and family. Unfortunately, creditors and the IRS may make claims during this public process in efforts to be paid, possibly reducing beneficiari... [read more]
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2 months ago
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When victims of medical malpractice and other catastrophic accidents receive awards in personal injury lawsuits, obtaining the award is only half the battle. Of equal, or greater, importance for the person’s future is constructing the settlement structure in a way that best protects their long-term ... [read more]
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2 months ago
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We're often asked what Estate Planning services we offer. Our answer is that we evaluate each client's unique situation to create comprehensive and customized Estate Plans that include Lifetime Living Documents to protect clients in the event of an emergency or crisis situation and Wills and Trusts ... [read more]
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3 months ago
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We're often asked by senior clients who are aging and/or experiencing health challenges if, in addition to providing Estate Planning services, we can also help them manage the many practical issues with aging in place at home as their lives are becoming more complicated and challenging. Our answer i... [read more]
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