800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

Estate Planning Blog

Home » Blog

Is Bitcoin Part of an Estate?

Have you thought about what will happen to your bitcoin when you die? For many of us, the thought has at least crossed our mind.
Read More

Long-Term Care Insurance

Long-term care insurance covers expensive nursing care needs. However, is it a good investment? Here’s what experts say about what you should take into account.
Read More

What Does a Will Do and Not Do?

Everyone needs a will. However, some people need more than that. To save on taxes and make for a smooth transition, they could really use a revocable trust, a family limited partnership or a gift trust.
Read More

Power of Attorney: Estate Planning for Incapacity

One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
Read More

When are You Required to File a Gift Tax Return?

The IRS wants to know how much you’re gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes, reports The Street in a recent article “Do I Need to File a Gift Tax Return?” Knowing whether you…
Read More

Special Needs Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
Read More

Do Single People Need Estate Planning?

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, familial connections, or interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Read More

When Should I Think About Business Succession?

A common and often costly mistake when it comes to business succession planning is not starting the process early enough.
Read More

Can I Avoid Probate?

If you don’t have a will and an estate plan, probate is an after-you’ve-gone legal struggle. It could last months, if not years, in a battle over what you intended your family (or friends) to have: your estate!
Read More

Is Succession Planning Necessary for Family Business Entities?

While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
Read More
1 2 3 4 5 6 7 8 9 10 11
800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

Integrity Marketing Solutions - Estate Planning Marketing
Powered by
envelopephonemap-markercross linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram