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  • Your Family Will Not Lose Half of Your Estate to Taxes or Probate
    Your Family Will Not Lose Half of Your Estate to Taxes or Probate

    We try to get a feel for the client’s real objectives in setting up a plan at the initial Estate Planning meeting. This allows us to create a plan that is customized to meet the specific needs and ...

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  • When the Estate Plan Destroys the Asset Protection Plan
    When the Estate Plan Destroys the Asset Protection Plan

    A recent case in Florida highlights the importance of having an Estate Planning attorney who also understands the rights of creditors to attack assets of a decedent. In Morey 2004 v. Everbank , and ...

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  • Where Did All The Money Go?
    Where Did All The Money Go?

    We just ran across a relatively new service known as Knowtification.com that could be extremely helpful in certain situations. Unfortunately many times people pass without passing on knowledge of ...

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