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 …

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 …

Tax Planning

Creating Your Tax Plan Before Tax Season

Before you know it December 31st will be here and that means you’ll have run out of time for major tax savings, which could be available to you if you start strategizing now. The US tax system is based on privilege for the educated and organized — meaning those who are educated and organized tend to pay less taxes — and …

Best Lawyer Award – “Ones To Watch” in 2023

“Top Gun only accepts the Best of the Best,” said Viper to the entering class during the 1980’s iconic “Top Gun” movie. This is also true for AJ Yolofsky which is why we are proud to announce that he has been recognized in the 2023 edition of Best Lawyers in America “Ones to Watch”. He was nominated for his work in …

Protect_Your_NFT_With_Estate_Planning

Game (NOT) Over with Digital Investing (Part II)

3 Ways to Protect Your NFT  2. How did you purchase your NFT? Since we are talking about cryptocurrencies, how you purchased your NFT is important. Regardless, if you bought it with cryptocurrency or cash, the government wants to ensure that you are properly taxed. Remember that death and taxes are the two unavoidable things in life. Also, an NFT is considered property …

Estate_Planning_for_NFTs

Game (NOT) Over with Digital Investing 

3 Ways to Protect Your NFT Keeping up with technological advances can be a full-time job in itself. It seems that every day there is a new app, cryptocurrency, or a gadget coming to market. Just looking at the way we store our data and documents has significantly changed from using floppy disks to now storing information on the cloud. …