A physician could spend a great deal of his or her life building up a practice. Throughout the years of providing services in Florida, a physician might amass considerable wealth and assets. Therefore, proper estate planning is advisable. Thorough planning could...
Month: August 2020
Working with a certified divorce financial analyst
Going through a divorce can be an overwhelming process fraught with emotion and anxiety. Though there are many reasons couples give for divorcing, financial problems often top the list. Often the first professionals who comes to mind when considering a divorce is a...
Spouses can save on estate taxes with an AB trust
Passing away in the United States has become expensive. Not only are funeral-related costs rising, but so are the taxes. For those with a larger estate, the surviving family members simply receive less wealth. Those with a smaller estate, though, end up passing on the...
Special needs trusts to consider for those with a disability
A trust is used as a component of an estate plan to minimize estate taxes. It is a fiduciary arrangement that entrusts a third party, family member or trustee to hold the individual's assets. A special needs trust operates in the same manner. The difference is that it...
