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Your Family Our Purpose: Whether you are preparing your legacy plan for the future or struggling through a divorce now, we can help you take the necessary steps to protect the financial well-being of yourself and the ones you love.

Latest Blog Posts

Protecting your Parent-Child Relationship

Posted on: April 17th, 2015
Is your child over the age of 18, and now legally considered an "adult"? Did you know the relationship between you and your child legally changes on your child's 18th birthday, restricting your access to their medical records?...

Five Changes Proposed in President Obama’s 2016 Budget That Could Affect Your Estate Plan

Posted on: March 2nd, 2015
The Obama administration recently released its budget proposal for the 2016 fiscal year. As in past years, this budget proposes changes to the laws governing federal estate, gift and generation-skipping transfer (GST) taxes. Several of these changes would raise revenue by limiting the tax benefits achieved by using certain estate planning technique......

Graduation and the Legal Adult

Posted on: February 25th, 2015
The law however, makes a VERY large distinction at the magic age of 18, especially in the doctor’s office....

Top 7 Excuses we make with Estate Planning

Posted on: January 23rd, 2015
Maybe you have thought about your estate plan. Maybe you think "I'll do that later, or I still have time." Maybe your a young married couple with small children and say, "we don't have an estate." These are all excuses many of us make, and are on the Forbes "7 Common Estate-Planning Blunders Not To Make." ...

2013 Proposed Alimony Changes

Posted on: July 14th, 2014
The proposed bill vetoed by Governor Scott will not fade into the sunset. Proponents of the bill and its supporter in both Florida’s House of Representatives and Senate have not given up the fight....

The Truth About Personal Risk Management Using Trusts in Estate Planning

Posted on: June 19th, 2014
Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on vacation and receive medical treatment for an injury or illness. In the same way, the use of trusts acts like insurance and can shift anxiety to comfort, turmoil to peace, and complexity to understanding. ...
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