One of the great benefits of living in the state of Florida is that it does not have estate taxes. However, once certain exemption limits are reached federal estate taxes come into play where charitable giving and charitable trusts can have a major impact on how much your heirs will actually receive after taxes. Most...Continue reading
While you should usually update your Florida estate plan every 3-5 years, there are several situations in which you experience significant life changes that require taking another look to be certain it is current regarding your present circumstances. Here are several reasons to update your will and estate plan to be certain it reflects your...Continue reading
People are living longer and medical costs continue to keep going steadily higher making long- term care planning a more essential part of your retirement and estate plans than ever. While most people envision retirement as a time for travel and new experiences, at a certain point most people’s senior years become heavily focused on...Continue reading
Volatility is a normal and unavoidable state of the stock market. In the long run it helps us get even better returns because when the market corrects, meaning goes down, it gives money managers opportunities to reposition portfolios potentially into stocks or bonds that fell in price unjustly. In the long run it benefits our...Continue reading
Even if you're somewhat financially savvy, it really can make sense to at least consult with a financial advisor. Because the costs of making a mistake is so great that can dramatically affect your future - or could affect your entire family's future. Particularly if you are not extremely financially savvy, it makes sense to...Continue reading