Category Archives: Uncategorized

Living Trust Seminar 

A living trust is a legal document that allows you to transfer your assets into a trust during your lifetime. This can help your estate avoid probate, a potentially lengthy and expensive legal process. A living trust also provides privacy, as it does not go through the probate process, which is a matter of public record.

Trust Protector: Do Not Leave Your Trust Unprotected 

AI generated illustration of a man in front of a dark background with a glowing key in his hands

People across the United States use Trust Protectors. Essentially, a trust protector is someone who serves as an appointed authority over a trust which will be in effect for a long period of time. Trust protectors ensure that trustees maintain the integrity of the trust. What’s more, they make solid distribution and investment decisions, and […]

Create an Updated Estate Plan for 2024

Construction site with orange text Update. White background.

For those who cherish experiences and the creation of lasting memories, it can be invaluable to incorporate clauses within your trust that allocate money specifically for ventures like traveling, exploring new places, or even family reunions and celebrations of important events. These provisions not only facilitate experiences but also foster a deeper connection, ensuring that your family bonds remain strong even in your absence. 

The Jimmy Buffet Estate: Celebrity Estates

Grand Cayman, Cayman Islands - March 9, 2013: The sign for Jimmy Buffetts Margaritaville hotel and restaurant in Grand Cayman.

Jimmy Buffett died on September 1, 2023, at age 76 after a diagnosis of Merkel cell carcinoma (skin cancer) four years earlier. He was a renowned singer-songwriter, film producer, businessman, novelist, and philanthropist. Buffett released his first album, Down to Earth, in 1970. By 2023, his net worth was $1 billion. This blog discusses the Jimmy Buffet estate.

Deathbed Gifts

Deathbed Incapacity Planning

Although gifts made within three years of your death are generally includible in your estate, an exception exists if a gift tax return was not required to be filed because the value of the gift was less than the annual exclusion amount. Transfers relating to life insurance policies, however, are an exception to this exception.