Inheriting a retirement account can be a significant financial benefit, but it comes with a unique set of rules, tax implications.
As experienced Florida estate planning attorneys, we specialize in helping snowbirds create comprehensive plans that honor their wishes
Creating an estate plan is not only essential for personal matters but also vital for ensuring the smooth transition of your business.
If you want to leave your gun in your estate plan in Florida, then using a gun trust is your best option. Although not required by law.
Newlyweds should review our marriage estate planning checklist to ensure their estate’s futures are smooth and optimized.
Battaglia, Ross, Dicus & McQuaid, P.A. announces the recognition of eleven lawyers in the 30th edition of The Best Lawyers in America.
It’s possible to change the trustee of a trust in Florida. As a grantor, it can be as simple as amending the trust document.
Creating a Miller Trust in Florida can help you become eligible for your Medicaid application if you’re struggling to meet the income or asset limits.
Setting up a trust fund for your children can secure their financial security, including long after your death. From college funds to asset protection.
Knowing the differences between a joint living trust and separate living trusts is critical in forming an estate plan that benefits your family long-term.
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