Category archives: Trusts
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8 years ago
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We are often asked by clients if they need a will or a trust. Our answer is that decision depends on their individual and family situations and goals. One main advantage to a trust is that it helps avoid probate and the costs and public exposure that can come with that legal process.
Many clients... [read more]
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8 years ago
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We are regularly asked by clients what they can do to ensure that they are protected financially if, in the event of an accident, an unexpected illness, or a period of incapacity, they are unable to make financial and business decisions for themselves. We advise clients to have a trusted family mem... [read more]
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8 years ago
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One of the concerns often expressed to us by clients is how they or a loved one can qualify for Medicaid for long-term care when their gross income exceeds the monthly maximum limit of $2,205 in Florida. For these clients, a solution we provide is helping to set up a Qualified Income Trust in orde... [read more]
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8 years ago
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Over the past several years, crowdfunding and personal fundraising have become popular ways to raise money for people in need. Crowdfunding cuts out the charitable middleman, allowing a person or organization in need to appeal directly to the general public via the Internet in the hope of raising m... [read more]
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8 years ago
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We're proud to feature our Database Manager and Paralegal, Donna L. Sayers' super cute dogs, Herman and Clifford as our Pets of the Month!
Herman is 8 years old and doesn’t know he’s a dog. His hobbies are chasing squirrels and lizards, having his ears scratched, going for rides, and waiting... [read more]
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8 years ago
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With Republicans in control of Congress and the presidency, there is talk of eliminating the federal estate tax. In 2017 the tax affects only estates over $5.49 million, meaning that for more than 99 percent of Americans, it's already been repealed. With no estate tax, do you still need a trust? W... [read more]
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