Monthly Archives: January 2022
Top Reasons for a Business Succession Plan
If you are a small business owner in Naples, it is critical to have a succession plan in place. There are numerous benefits to the owner, company, and successor owners. Below are six of the top reasons your Naples business needs a succession plan. 1. Help Ease Ownership Transitions There will come a time… Read More »
Including Charitable Giving in Your Estate Plan
Including charitable giving in your estate plan is a great way to give back to the community and carry on your legacy. If you are interested in including charitable giving in your estate plan, you should talk to a qualified Naples attorney. There are various ways to include charitable giving in your estate plan,… Read More »
Use of QTIP Trust in Second Marriages
Second marriages come with unique estate planning challenges, especially if you have children from a prior marriage. You may feel the tension between providing for your new spouse and leaving a legacy to your children from outside the marriage. You can overcome most of these challenges with careful estate planning. A Qualified Terminable Interest… Read More »
Reasons to Establish a Guardianship
A guardian is a surrogate decision-maker appointed by the court to make either personal or financial decisions for a minor or for an adult with mental or physical disabilities (referred to as the ward). In Florida, the guardianship process is governed by Chapter 744, Florida Statutes, and guardians are subject to court oversight. There… Read More »