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I Signed My Trust… Now What? (Or, Why Funding Your Trust Is Just as Important as Creating It) So, you did the hard part! You made it
While it might seem like a good idea to transfer everything into your trust, vehicles are an exception, at least in Florida.
Winning the Lottery Without Losing Your Privacy: How We Helped Florida Winners Protect Their Assets and Peace of Mind Winning the lottery is a dream
I heard a Talking Head on the news pontificating the other day about how people should remember that the California fires are destroying only things
The Best-laid Plans – Funding Your TrustBy Merrell Bailey Please learn from our clients’ hard-earned wisdom. Periodically check the title on your accounts and assets
Are you concerned about an elder in your family? Are you going home for the holidays? Merrell Bailey shares humorous memories of her family holidays
If you’re like many people, you may not have your estate planning documents in order yet. Last week, I was interviewed for an article Super
If the stork is on his way, add estate planning to your list of things to do as expectant parents. It may not be as
What happens when a young adult inherits a sum of money, but money was not a topic of discussion in her family? If her parents
It can be overwhelming when a loved one passes away. The following steps are written as a guide for the next of kin or personal