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If you need help creating an estate plan to secure your future, you should speak with an experienced Florida estate planning attorney. Please feel free to contact us online or call (772) 266-5108 now.
We’re proud to serve residents of Stuart, Palm City, Jensen Beach, Jupiter, Jupiter Island, Tequesta, Hobe Sound, and Port St. Lucie and look forward to helping you!
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Using an Irrevocable Trust as Part of Your Florida Estate PlanWith a Florida Estate Plan, a key tool in helping you to minimize your potential tax burden is one of the benefits of irrevocable trust.
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Using a Trust to Provide for a Child with Substance Abuse IssuesEstate planning can involve making arrangements for certain family matters, such as protecting a loved one who struggles with substance abuse
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Understanding Where You Stand: Florida’s Elective Share StatuteLearn about Florida's Elective Share Statute, which protects surviving spouses' rights to a portion of the deceased spouse's estate, regardless of the will.
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Understanding the Annual Gift Tax ExclusionLearn about the Annual Gift Tax Exclusion, its limits, and how it helps reduce taxable gifts, ensuring efficient estate planning and tax savings.
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Understanding SLATs and Their Role in Your Estate PlanningA Spousal Lifetime Access Trust (SLATs) is a type of trust for married couples that allows for one spouse to remove assets from the combined marital estate.
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Understanding Long-Term Care During Long-Term Care Awareness MonthLong-term care deals with the issues surrounding the advanced aging process. From mobility and cognitive challenges to relocation and potential...
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Understanding Florida Simultaneous Death LawLearn about Florida's Simultaneous Death Law, which determines asset distribution when two people die at the same time, ensuring fair handling of estates.
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Understanding Elective ShareLearn about the Elective Share, which allows surviving spouses to claim a portion of the deceased spouse's estate, regardless of the will, under Florida law.
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Understanding Dynasty TrustsControl and grow a sizeable portion of wealth over generations of family members without substantial tax burdens with dynasty trusts.
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Understanding Domestic Asset Protection TrustsA complex tool to protect personal assets, The Domestic Asset Protection Trust should be created by an accomplished, experienced attorney.
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Trusts that Transfer WealthLearn about trusts that transfer wealth, including how they help manage and protect assets, ensuring smooth wealth transfer and benefits for your beneficiaries.
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Trust Strategies for Effective Wealth PreservationThe desire to protect your hard-earned wealth may be strong. However, desire is not enough – you need to take action today.