Feb 19, 2020 | Estate Planning & Administration, Understanding Trust Administration
Charitable planning is important to many families and can leave a lasting impact on organizations or causes that align with the family’s interests and values. Often, clients want to pass the philanthropic spirit down to future generations. Our directed...Dec 2, 2019 | Distinctive Care, Estate Planning & Administration
Today is Giving Tuesday! Here are a couple of ways you can donate carefully. At year-end and during the holiday season, many Americans donate money to different charitable organizations. During this time, you may receive more requests for donations in the...Sep 26, 2019 | Estate Planning & Administration
A letter of intent, sometimes called a letter of instruction, can be a helpful addition to your estate planning documents. Typically, an estate plan will include formal documents drafted by your estate planning attorney, such as: Last Will and Testament Living Will...Aug 19, 2019 | Estate Planning & Administration
This year will be coming to an end before we know it. Below is a list of common estate plan updates you can check off your financial to-do list before the new year. 1. Think about your legacy This is the first step in setting up your estate plan. For many people,...Feb 19, 2019 | Estate Planning & Administration
One of our biggest events to attend each January is the Heckerling Institute on Estate Planning in Orlando. The University of Miami School of Law puts educational programming together for estate planning professionals including attorneys, accountants, financial...Feb 5, 2019 | Estate Planning & Administration
More than ever before, people are relying on the internet to store data, communicate, and manage their finances. Some may continue to use traditional mail, written checks or filing cabinets for storing documents, but many are moving to Cloud storage, social media, and...