Estate-Plan-Trusts
Private Trust Companies
A Private Trust Company is, essentially, a company formed for the specific purpose of acting as trustee of a single trust, or a group of related trusts. Read more →Probate and Estate Sales
?It's all about quality of life and finding a happy balance between work and friends and family.?-Philip GreenProbate and estate sales usually occur when someone wealthy dies. Read more →Probate and Probate Avoidance
When an individual dies in Florida or while owning real property in Florida, probate is the procedure used to transfer his or her assets to the proper heirs. Read more →Probate: A Simple Explanation of a Daunting Topic
Many people have heard about or know of someone whose estate has gone through probate. The stories range from it being a short and straight-forward process to it being a nightmare that took several years. Read more →Protect Your Legacy with Trusts
Were you aware of the fact that almost 1 in 4 people over the age of 50 have a living trust? When used as a part of an estate conversation plan, tursts can help preserve more of your assets for your heirs while minimizing the delays and costs of probate court. Read more →Protecting Your Child: Setting Up a Special Needs Trust
Parents of children with special needs, such as those with cerebral palsy should visit a lawyer and set up a Special Needs Trust. A special needs trust is set up allow use of property for the beneficiary without losing access to essential government services and benefits. Read more →Putting your Estate in Order
Estate planning for business owners.For business owners, an effective estate plan addresses a number of concerns over and above the desire to care for surviving family members. Read more →Reasons for Estate Planning
Do you know what happens if you die without a will? The courts will decide who will raise your children, manage your assets, inherit your possessions, and administer your estate. Read more →Retirement Planning for the Future
Many people make the mistake that retirement is only something that older people need to worry about. Unfortunately, this way of thinking can longer be acceptable, because those in their 20? Read more →Reverse Mortgage Supplemental Retirement Financing Strategy
A reverse mortgage is a loan for senior citizens. It is often used to cover medical expenses, and is becoming a common way for retired persons to supplement their existing monthly retirement income. Read more →Aphorism
Success is getting what you want. Happiness is wanting what you get.
Warren Buffett