Don’t Fall for IRS Scams
‘Tis the season for IRS scams. Although scammers impersonate the IRS year-round, the frequency of these scams increases substantially during... Read More
Taxes
Andrew Smith
Building Flexibility Into Your Child’s Trust
Part of your role as a parent is to prepare your child for a successful adulthood, including protecting him from... Read More
Estate Planning
Charitable Trusts: An Overview
A charitable trust is a type of irrevocable trust that allows you to make a significant contribution to society while... Read More
Wills and Trusts
When is a Life Insurance Policy Payable to a Beneficiary?
A loved one has passed away, and you’re named as beneficiary of their life insurance policy. Will there be proceeds... Read More
Estate Planning
The Limited Liability Company
If you are a small business owner, the Limited Liability Company, or LLC, is one among several forms of ownership... Read More
Small Business Planning
How Much Money Should You Set Aside for Your Pet Trust?
If you’re a pet owner, one of your estate planning priorities is likely making sure that your pet continues to... Read More
Estate Planning
Avoid These Common Tax Return Errors
With tax season upon us, MSNBC.com recently posted an article highlighting common income tax errors you’ll want to avoid. Here... Read More
Taxes
Florida Medicaid Recovery
The Medicaid program is a need-based program that is jointly administered by the federal and state governments, and many senior... Read More
Estate Planning
Estate Planning Term: Fiduciary
Sometimes it seems like you need to learn a whole new vocabulary in order to understand your estate plan. One... Read More
Estate Planning
When Does a Power of Attorney Terminate?
If you sign a Durable Financial Power of Attorney in Port St. Lucie FL & Vero Beach FLÂ naming someone as... Read More
Estate Planning
Elder Care Dispute? Consider a Mediator
Should mom or dad be moved to a nursing home? Which sibling is best suited to make financial decisions for... Read More
Elder Law
Does Florida Law Require That a Will be Notarized?
Each state has its own legal requirements for what makes a Will valid, and among those requirements are rules for... Read More
Estate Planning