201 Alhambra Circle, Suite 503
Coral Gables, FL 33134
305-443-3104
We are Miami estate planning attorneys. As such, we do so much more than help our clients transfer their assets to their family at the time of their passing. While this is a critical function that we provide, perhaps, more importantly, we work with each of our clients to ensure that they are protected during […]
Our Office is Exercising Safe Practices So You have the Miami Estate Planning You Need Read More »
Life insurance is not a complicated proposition. You pay premiums for the peace of mind of knowing that your loved ones will be provided for in the event you pass away. Things can get riskier, however, if large lump sum death benefits are paid directly to your desired beneficiaries. First, estate taxes may apply. Depending
Can An Irrevocable Life Insurance Trust Advance Estate Planning Goals Read More »
Did you know that leaving tax-qualified retirement assets as an inheritance to non-spousal loved ones comes with certain risks that a Standalone Retirement Trust can help avoid? For example, regardless of how long it may have taken to build tax-deferred growth in an IRA or 401k, leaving unspent funds to adult children or grandchildren could
A Florida Standalone Retirement Trust Offers Many Estate Planning Benefits Read More »