Save for a child’s college education.

Best Ways to Pay for a Child’s College Fees in Florida

Smart Ways to Save For Your Children’s College Education If you have created your Will or Trust as part of your estate plan, you’ve already taken a big step toward the financial well-being of your family members. However, you could go further by planning for specific future expenditures, such as paying for your children (or grandchildren) to get the best possible …

Separating yourself from your business.

Entity Crisis: The Reason You Need to Separate Yourself from Your Business

Your business wouldn’t exist without you, but that doesn’t mean you and your business are one and the same. For you to maximize the benefits of owning your own company, it’s essential that you maintain two distinct entities: your business, and you as its employee.  Thinking of your business in this way has many advantages. One, you have a better …

Death of a CEO

Death of a CEO: What Happens to Your Business If Something Happens to YOU?

Owning your own business can be deeply satisfying, but it also takes a toll on your time and energy. You don’t have a “day off” anymore; you’re constantly building and growing your company for the benefit of your loved ones. In many ways, you ARE the business—the company’s day-to-day operations wouldn’t be the same without you. So, what happens to …

How to Make a Kids Protection Plan® for Florida Parents

Dads try hard, work hard, play hard… and are notoriously hard to shop for. You and the kids want to get him something special this year, something meaningful that acknowledges all that he means to the family. Why not make something that offers peace of mind now and security for future generations? A Kids Protection Plan® (KPP) makes legal provisions for minor …

Helpful Guide to Serving as Trustee to a Florida Trust

Helpful Guide to Serving as Trustee to a Florida Trust

What You Need to Know If You’ve Been Asked to Serve as a Successor Trustee in Florida It may be an honor to serve as a loved one’s successor trustee, but it’s also an enormous responsibility. You have a legal duty to oversee and distribute trust assets to the intended beneficiaries—and if you make a mistake during trust administration, you …

4 Ways to Protect Your Assets as a Business Owner

4 Ways to Protect Your Assets as a Business Owner

The reality of being a business owner is that you open yourself up to a number of unique risks that most people don’t have to worry about—and the more successful your business is, the more risks you face. These risks also don’t care what industry or market you’re in. Unfortunately, most business owners aren’t fully aware of all the potential risks …

Want to Save More on Taxes? Put Your Kids to Work!

Want to Save More on Taxes From Your Kids?

“You need to have skin in the game,” my parents would tell me when I asked for money and I hadn’t done anything extra special to earn it. What work ethic do you remember your parent(s) teaching you? If you don’t have a vested interest in getting something you really want it will have no value to you.  My son …

Demystifying 4 Myths about Business Entities

Demystifying 4 Myths about Business Entities

“Just set up an LLC . . .” These are famous last words in the business world. Setting up a business entity structure might not be the most exciting aspect of starting your own business. However, as a new, or even an experienced, business owner, there can be unexpected surprises but protecting your business should not be one of them. …

Guardianship of elderly parents in Florida

Guardianship for Elderly Parents in Florida: Who’s Their Guardian Angel?

How do you envision your guardian angel? Maybe a soft-glowing aura around a heavenly being with outstretched wings to fly in when you need help. But this mythical creature might not appear when your parent or loved one is unexpectedly incapacitated and unable to make sound decisions. Fortunately, with guardianship of your elderly parents, you can serve as a protector …

Want to know a life hack for legal documents?

4 Reasons to NOT Skimp on Legal Documents

I was the kid who wanted the crust off of a peanut butter and jelly sandwich because I didn’t think it was necessary. “That’s the best part” my mom would say to me as she took a bite! As an adult I understand what she meant, the proverbial crust is the best part sometimes. Similarly, cutting corners with your business …