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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides
The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce

The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce

by Trust Counsel | Jan 10, 2020 | Articles, Asset Protection, Estate Planning, Estate Tax, Inheritance, Trusts, Wills

The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the law altered the potential tax consequences of divorce. Unlike...
James Dean Back from the Dead to Star in a New Movie

James Dean Back from the Dead to Star in a New Movie

by Trust Counsel | Jan 2, 2020 | Articles, Estate Planning, Estate Tax, Family, High Net Worth, Inheritance, Trusts, Wills

There are many good reasons to create an estate plan early in life. But not very many people do. Statistics show that most American adults – about 55% – don’t even have a signed Will, much less an estate plan; most of these folks are young. There are all kinds...
4 Tips For Discussing Estate Planning With Your Family This Holiday Season

4 Tips For Discussing Estate Planning With Your Family This Holiday Season

by Trust Counsel | Dec 27, 2019 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance

As we head into the peak of the holiday season, you’re likely spending more time than usual surrounded by your family and friends. It’s one of the rare times of the year when loved ones from across the country gather together to enjoy each other’s company and...
2 Big Reasons You Need to Discuss Estate Planning With Your Ex

2 Big Reasons You Need to Discuss Estate Planning With Your Ex

by Trust Counsel | Dec 20, 2019 | Articles, Asset Protection, Estate Planning, Family, Inheritance, Trusts, Videos, Wills

Estate planning isn’t only for the rich! Without a plan in place, there could be a long-lasting impact on your loved ones, even if you don’t have a pricey home, large IRA or valuable art to pass on. Not convinced that estate planning is necessary and important?...
Becoming a Florida Trustee

Becoming a Florida Trustee

by Leslie Marenco | Dec 20, 2019 | Estate Planning, Family, Guardianship, Inheritance, Trusts, Videos

In this week’s video, I give you helpful advice before becoming a Florida Trustee. Being a Trustee is a big decision that you have to make along with your family and attorney so you know what obligations you are contracting. Without a plan in place, there could...
Q&A Tuesday – Estate Planning for your young children

Q&A Tuesday – Estate Planning for your young children

by Leslie Marenco | Dec 20, 2019 | Asset Protection, Estate Planning, Family, Guardianship, Inheritance, Videos, Wills

  When you’re doing your Estate Planning, you may come across this very frequent question: How much money should I leave my young children? This is a very personal decision you should take along with your attorney and before you do so, you may want to...
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