Ethical Wills – Passing Down Values Along with Wealth

Before we pass away, we often find ourselves thinking about what we will leave behind for future generations. While leaving our heirs and inheritance is certainly important to most people, many wonder if anything else can be passed along that is intangible – something that Read More …

How to Avoid Estate Planning Schemes

It is an unfortunate fact that immoral estate advisors prey upon elders and their families and can bilk thousands if not millions of hard-earned dollars, but it is a fact that must be dealt with. As Florida estate appraiser Franchise Kent says, “ Death brings Read More …

Passing On More Than Just Wealth: The Pros and Cons of Incentive Trusts

As parents and grandparents, we inherently hope that our children and grandchildren will act responsibly when handling an inheritance, regardless of its size. However, the pressure and responsibility that comes with inheriting wealth from loved ones are things that some children and young adults can Read More …

Three Emergency Documents for Entrepreneurial Estate Planning

With great power comes great responsibility, and entrepreneurship is definitely a tremendous responsibility. More often than not, a business is a one-man team, and entrepreneurs, like all human beings, sometimes encounter unforeseen circumstances. Moments like these call for proper estate planning, particularly for three emergency Read More …

Family Conflicts Are the Top Threat to Inheritance

To most people, the concept of inheritance may seem fairly straightforward – when someone in a family dies or is of old age, they transfer their assets to their children or other family members through various forms including money, stocks, property, and a number of Read More …

Why an MFCU Expansion Would Increase Medicaid Fraud Recovery Rates

Over the last several years, particularly since the start of President Trump’s administration, the topic of Medicaid fraud has seen a consistent spike in popularity among not just national headlines, but political discourse as well. Furthermore, although direct legislation regarding the matter has not yet Read More …

Businesses Require Proper Estate Planning

While many people associate the process of estate planning with retirement and owning significant value in assets, the fact of the matter is that quite the contrary is actually true. Estate planning by definition is the process of preparing for the transfer of wealth after Read More …

Amending the Irrevocable Trust

The concept behind the irrevocable trust, a popular estate planning tool, is relatively simple; irrevocable trusts cannot be revoked and the assets cannot be returned to the trust’s original creator. Furthermore, most irrevocable trusts do not allow for the amendment of the trust, unless changes Read More …

Accounting for Art in the Estate Planning Process

Though we often associate estate planning, the process of preparing for the transfer of wealth, with tangible assets like real estate or cold, hard cash, or even intangible assets like banking or investment accounts, the fact of the matter is that for those of us Read More …