The change in the federal tax code combined with Florida having no personal state income tax, has...
Archive - 2019
Why Is a Revocable Trust So Valuable in Estate Planning?
Trusts are one of the most versatile items of the financial planning toolkit. However, they are not...
Why Do I Need a Will?
Someone has to inherit your assets, and if you don't decide, state laws will do it for you. That...
Moving to a Care Community? Check the Fine Print
When you have finally decided to move from home to a senior retirement community that has levels of...
Four Retirement Issues for 2019
It’s going to be a busy year in Washington and state capitals for policymakers working to improve...
The Serious Risks Of Self Settled Trusts
Self settled trusts have skyrocketed in popularity lately, but is the risk of potential drawbacks...