Estate Planning

August 31, 2023

Will vs Trust

Are you confused about whether you need a Will or a Trust? Don’t worry, you’re not alone! Many people are unsure about the differences between these […]
January 31, 2023

Using 529 Plans for a Grandchild’s Higher Education

Money in 529 plans, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education […]
September 8, 2022

Advantages of a Trust Versus A Will

A trust is a legal arrangement through which one person called a “trustee,” holds legal title to property for another person, called a “beneficiary.” The rules […]
August 31, 2022

How To Avoid Probate in Florida

How to Avoid Probate in Florida The first question is: Why do I need to avoid Probate? The two part answer is very simple. The first […]