Long-Term Charitable Giving Strategies: Ensuring Your Legacy Lives On (Part 2)
As we continue our series on ensuring your legacy lives on, this blog dives deeper into long-term charitable giving strategies. If you haven't already, be...
Planned Giving: Ensuring Your Legacy Lives On
Planned giving is an impactful way to ensure your legacy supports the cause(s) you care about while also providing significant benefits to your estate. At...
Understanding Beneficiary Rights in Florida: Why Professional Help Matters
In estate planning, a “beneficiary” is someone legally entitled to receive benefits from a will, trust, life insurance policy, or retirement account. In Florida, beneficiary...
Celebrating Pride Month: The Importance of Planning for the LGBTQ+ Community
As we celebrate Pride Month, it's important to acknowledge the unique challenges the LGBTQ+ community faces in estate planning. Landmark decisions like U.S. v. Windsor...
Navigating New Milestones: The Importance of Planning After Your Child’s Graduation
Graduation, whether from high school or college, marks a significant transition for your child into adulthood. This milestone brings about new responsibilities, particularly in legal...
Celebrating Mom: The Importance of Planning for the Future
As Mother's Day nears, it's an opportune time to consider a lasting gift for mom—the gift of security through comprehensive planning. Elder law and estate...
Safeguarding Your Wealth: Asset Protection Strategies in Florida
Life throws curveballs. Lawsuits, accidents, and unexpected expenses can threaten your financial security. But what if you could build a wall of protection around your...
Seamless Life Planning: Your Pre-Vacation Checklist
As Spring ushers in dreams of vacations to Disney World, sandy beaches, and serene Florida vacation homes, it's the perfect reminder of the importance of...
Navigating the Future with Special Needs Trusts
For Florida parents navigating the complex landscape of care for children with special needs, establishing a Special Needs Trust (SNT) is a pivotal step toward...
Why a Special Needs Trust is Just the Start
Guest Writer: Brian J. Cotroneo, CFA, CFP, ChSNC with Moors & Cabot Congratulations, you’ve done it! You’ve worked with an attorney to create your Special...
