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Should you name a trust as IRA beneficiary?

By Legacy Protection, LLP |

An IRA is a popular vehicle to save for retirement, and it can also be a powerful estate planning tool. Some people designate a trust as beneficiary of their IRAs, but is that a good idea? The answer: possibly. IRA benefits The benefit of an IRA is that your contributions can grow and compound… Read More »

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20181101

Intellectual property requires careful estate planning

By Legacy Protection, LLP |

If your estate includes forms of intellectual property (IP), such as patents and copyrights, it’s important to know how to address them in your estate plan. Although these intangible assets can have great value, in many ways they’re treated differently from other property types. 2 estate planning questions For estate planning purposes, IP raises… Read More »

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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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BillMcQueen

Best Lawyers 2019!

By Legacy Protection, LLP |

Best Lawyers is the oldest and most respected peer review publication in the legal profession. Recognition in Best Lawyers is widely regarded by both clients and legal professionals as a significant honor, bestowed upon a lawyer by his or her peers. This list is compiled through exhaustive peer review surveys where tens of thousands of leading lawyers confidentially… Read More »

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20180906

Is a significant portion of your wealth concentrated in a single stock?

By Legacy Protection, LLP |

Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to the next generation. One of the best ways to reduce your investment risk is to diversify your holdings. But it’s not unusual for affluent people to end up… Read More »

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20180830

3 reasons you should continue making lifetime gifts

By Legacy Protection, LLP |

Now that the gift and estate tax exemption has reached a record high of $11.18 million (for 2018), it may seem that gifting assets to loved ones is less important than it was in previous years. However, lifetime gifts continue to provide significant benefits, whether your estate is taxable or not. Let’s examine three reasons… Read More »

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