The Benefits of Establishing Florida Residency and Its Impact on Your Estate
If you're considering making Florida your permanent home, you’re not alone. According to Consumer Affairs, “… in 2023, the state’s population grew by..
Five Important Duties of a Trust Officer
A Trust Officer plays a critical role in managing trusts and ensuring that the wishes of the trust creator (the grantor) are carried out according to..
All About Trusts – How to Choose the Right Trust for Your Needs
When it comes to estate planning and wealth management, trusts are a powerful tool that can help you achieve a variety of goals, from avoiding..
Estate Planning in Florida Basics: What to Expect
Estate planning is a crucial step in securing your financial future and ensuring that your wishes are carried out after you pass. Whether you’re..
Writing a Comprehensive Will: A Step-by-Step Guide
Creating a will is something one often procrastinates about, assuming there’s plenty of time to do so. It can be overwhelming to think about, and you..
Did You Know that Even Businesses Need an Estate Plan?
Owning a business is a significant achievement but with it comes the responsibility of planning for its future. Whether you intend to keep the..
Plan Ahead: Prepare for Your Future with Estate Planning
Many of us were taught from a young age that it’s not polite to talk about money or ask about beneficiaries. These topics can be awkward and..
Preventing Your Treasures from Turning into a Loved One's Headache
We all have read about or seen someone on Antiques Roadshow who had a family's collection of coins or garage sale find that turned out to be worth..
What is a Corporate Trustee and Why on Earth Do I Need One?
If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have..