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The Essentials of Trust Funding

This week I’m sharing a blog post on trust planning from Dave Zumpano, who focuses in Medicaid planning. See below! Blog Author: David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner of Estate Planning Law Center We as attorneys, and...

Trusts: Which One is the Right One for You?

Trusts can be an important tool in estate planning. However, it is important to pick the right type of trust, depending on your goals and circumstances. A Revocable Trust may be your friend. Revocable Trusts allow you to maintain some control over your assets but only...

Highlights from Our Premiere Estate Planning Workshop

The afternoon of Thursday, March 31 showed an amazing turnout for our first-ever Estate Planning Workshop. An almost full house of people of different ages, backgrounds, and professions came to our office to learn the facts about Estate Planning, Long-term care...

The Do’s and Don’ts of Creating a Will in Florida

There is a lot more to estate planning than deciding who gets your stuff. We all know that you can’t take it with you, so it’s really about who’s in control after you are no longer here, who benefits, and when. Let’s take a closer look at what to do, and what not to...
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