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Monthly Archives: October 2018

20181025

Take caution when including employees in your estate plan

By Legacy Protection, LLP |

If you’re the owner of a small business, you may think of your tight-knit group of employees as a family. If you wish to include them as beneficiaries in your estate plan, it’s critical to be aware of possible unintended tax consequences. Unraveling the (tax) code Generally, money or other property received by gift… Read More »

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‘Eldercaring’ program serves the courts and Florida’s aging citizens

By Legacy Protection, LLP |

Learn about “Eldercaring” in the courts and how it can help Florida’s aging citizens: https://www.floridabar.org/news/tfb-news/?durl=/divcom/jn/jnnews01.nsf/8c9f13012b96736985256aa900624829/d0857dbc17af0f2e8525831d00459620

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ExpertPanel

Creating A Legacy: The Art of Planning

By Legacy Protection, LLP |

Presented by the Community Foundation of Tampa Bay and the Museum of Fine Arts, St. Petersburg, Bill McQueen joined Emily Benham, Stephen Peters, Beth Knowles, and Beverley McLain on the Expert Panel for “Creating A Legacy: The Art of Planning”.

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20181012

Turn down an inheritance using a qualified disclaimer

By Legacy Protection, LLP |

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest. The assets will then bypass your estate and go directly to the next beneficiary in line. It’s as if the successor beneficiary, not you, had been named as the beneficiary in the… Read More »

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20181004

Educate your children on wealth management

By Legacy Protection, LLP |

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations. Educating your children about saving, investing and other money management skills can help keep your legacy alive. Teaching techniques There’s no one right way to teach your children about… Read More »

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