Blog Posts in August, 2018

Advantages of a Florida Revocable Living Trust

"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." - Warren Buffet In a similar fashion, most of us spend the majority of our lives carefully and painstakingly accumulating wealth. The last thing we need is an ill-designed plan causing our wealth to flood out faster than it came in. When designing your estate plan, you need ...

Dynasty Trusts in Florida

It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for. --Robert Kiyosaki If you want to: (a) provide for your children and their descendants by keeping your wealth in the bloodline; (b) protect assets for future generations from creditors and divorcing spouses; and (c) save federal transfer taxes in subsequent ...

How to Build your "TDT" - Trust Dream Team

You may have been in control of your finances the majority of your life, you pay the bills, file the taxes, make savings and investment decisions, but in the violent, chaotic, and busy world we now live, it’s becoming more and more difficult to stay on top of the ever-changing stock markets, tax rates, and estate laws. More importantly, your golf handicap needs a bit of work. Now more than ever, ...