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Is Life insurance a Good Idea?

According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn't even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
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Should I have a Charitable Trust in My Estate Plan?

A charitable trust allows you to donate assets to a chosen tax-exempt charitable organization or nonprofit and comes with certain tax benefits to help you minimize what you might owe to the government.
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What Happens when Bitcoin Holders Die?

In today’s digital era, the departed will be survived by their electronic footprints, such as iPhone photo albums, Spotify playlists—and cryptocurrency wallets.
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Assisted Living Providers Face More Pandemic-Related Scrutiny from OSHA

Assisted living communities and other healthcare settings cited for previous COVID-19 safety violations are facing additional pandemic-related scrutiny from the federal government.
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Can Estate Planning Reduce Taxes?

Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
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New Bill Could Make Long-Term Care Insurance More Affordable

Legislation introduced last week in the House of Representatives would reform the tax code in an effort to make long-term care insurance more affordable and accessible for older adults.
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What Helps Create the Best End-Of-Life Plan?

A new study explores how specialized care providers can navigate conversations about end-of-life care and help patients optimize their quality of life and mitigate suffering.
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Is Estate Planning Affected by Property in Two States?

When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
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Florida Creating a Guardianship Database?

The [Florida] Legislature has agreed to create greater transparency in the guardianship process, a top recommendation of the Guardianship Improvement Task Force.
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How Do You Get a Power of Attorney?

To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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