Our library articles provide valuable insights into the estate planning and probate process, helping you understand the importance of planning ahead and what to expect after a loved one passes away. Explore our resources to learn more, then contact our office to schedule a meeting with one of our skilled attorneys.
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The 13 Point Nursing Home Checklist You and Your Loved One NeedThe senior caregiving burden for the most important people in your life can be eased by including it in your estate plan.
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Techniques for Keeping Your Probate Estate SmallA small probate estate enables expedited settlement, reduces probate costs, and allows successful asset distribution.
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Tax Reform and Your Vacation HomeTax reforms impact your vacation home, including changes to deductions, capital gains, and property tax rules, and what it means for your financial planning.
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Tax Reform and Limited Liability CompaniesIf you own an LLC and meet additional qualifications, the Tax Reform Act of 2017 may provide you with exceptional benefits.
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Talk to Your Family About Estate PlanningHelping clients in Stuart, Florida, and nearby regions with estate planning and probate legal matters.
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Summer Travel: Are Your Estate Plans Ready to Go?Traveling by car, plane? Out-of-state, country? Hiking, biking? Super safe? Summer travel can involve risk. Review estate plan, just-in-case.
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Strategic Gifting in 2024: Maximizing Wealth Transfer for Future GenerationsPassing on your wealth requires strategic planning. One option is the use of generation-skipping transfer tax (GST) exemptions.
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Steps to Take If Your Loved One Is Diagnosed with Parkinson’s DiseaseDoes your loved one has Parkinson’s disease? Are you and your family asking how you can afford the high cost of a nursing home?
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Steps to Protect Your Business from an Owner’s IncapacityNot if, but when will you lose the ability to run your business? Put a business succession plan in place now as part of your estate planning.
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Steps for Establishing Florida ResidencyThe financial benefits of Florida residency explain the population growth. Don't get left behind. Contact Estate-Planning lawyer John Mangan.
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Standalone Retirement Trusts and Your IRAOffering estate planning and probate legal assistance to the Stuart, Florida community and neighboring areas.
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Spendthrift Provision: Protecting Beneficiaries from ThemselvesThe Spendthrift Clause, a trust provision that functions differently than a discretionary trust. Each one affects distributions differently.