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RetPlanning

Most Americans Do Not Have Adequate Retirement Savings

By Legacy Protection, LLP |

With our busy day to day lives, it’s easy for Americans to not think about long-term care planning in Florida. It’s human nature to believe that things will go on as they usually do. A recent study showed that 75% of Americans don’t have long-term care insurance. Over half of those without long-term health… Read More »

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YoungAdult

Should My High School Graduate Have a Durable Power of Attorney?

By Legacy Protection, LLP |

Parents work incredibly hard. You’ve cared for, clothed, fed, protected, and encouraged your child who just graduated from high school. Perhaps your child is heading off to university far away, joining the military or staying at home to figure out what comes next. In any case, it is wise to consider what legal documents… Read More »

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BusPartners

Estate Planning for Small Business Owners

By Legacy Protection, LLP |

If you own a business, you know what it’s like to sacrifice your time and energy to build your company. You’ve worked hard to create an successful business and source of income for you and your family. What will happen to your Florida small business upon your death? Having a business estate plan can… Read More »

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EstPlan6

What Is a Florida Revocable Trust and Do You Need One?

By Legacy Protection, LLP |

More than half of Americans do not have any estate planning documents in place. However, even if they have a Last Will & Testament as their primary estate planning document, their estate still will be subject to Florida probate courts. Entrusting your life savings and assets to a probate court comes with a host… Read More »

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Newlywed

Three Estate Planning Tips for Newlyweds

By Legacy Protection, LLP |

Congratulations on your upcoming or recent marriage! You’ve spent time and care planning your wedding and honeymoon, and now is a great time to evaluate your estate plans. Now that you’ve legally joined your lives, it makes sense to have a comprehensive Florida estate plan that addresses both of your estates and any join… Read More »

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ElderLaw4

How to Help Your Aging Parents Manage Their Finances

By Legacy Protection, LLP |

Around 15% of the population is over age 65. Between 2014 and 2015, the number of citizens aged 65 and older grew by 1.6 million people, according to the United States Census Bureau. With the population of aging Americans growing, it is crucial to consider the best way to support one’s aging parents. Adults… Read More »

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Document

Do I Need To Update My Estate Plans When I Move to Florida?

By Legacy Protection, LLP |

If you’re moving to Florida or considering a move to Florida, you may be wondering if you will need to update your estate planning documents after you move. Maybe you haven’t put together an estate plan, but the thought of your upcoming move is spurring you on to consider putting one together. Whatever your… Read More »

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EstPlan8

How to Create an Advance Directives in Florida

By Legacy Protection, LLP |

Do you have an advance directive in place? According to a Reuters report of nearly 800,000 Americans, over 37% of Americans have no advance directives for their end-of-life care if they become incapacitated or seriously ill. There are many reasons why having an advance directive in place should you become incapacitated. Advance directives are… Read More »

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Taxes2

Leave your mark with a dynasty trust

By Legacy Protection, LLP |

If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be the right estate planning vehicle for you. And, thanks to the substantially increased generation-skipping transfer (GST) tax exemption amount established by the Tax Cuts and Jobs Act, a dynasty trust is more appealing than ever…. Read More »

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Guardianship

Three Things You Need to Know About Florida Incapacity Proceedings

By Legacy Protection, LLP |

In situations where someone becomes unable to care for themselves due to mental, physical or other issues, the state of Florida may need to appoint a legal guardian. If you’re involved in a possible guardianship situation, it is helpful to know the types of guardianship available in Florida and the correlating legal procedures. There… Read More »

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