Monthly Archives: July 2025
Examples of Undue Influence During Probate in Palm Beach County
Undue influence is an issue that families need to be aware of. This problem could be particularly challenging for families going through probate in Palm Beach County. Those building their estate plans for the first time also need to be wary of undue influence, as it might serve as an excuse for people to… Read More »
Normal Life Insurance vs. Life Insurance Trusts in North Palm Beach
Life insurance often plays a central role in many estate plans. Life insurance is relatively cheap to obtain at a young age, and it provides considerable compensation for your loved ones if you pass away. However, some families choose a more complex route by establishing life insurance trusts. What exactly is the difference between… Read More »
Estate Planning in Stuart When You Have a Child With an Addiction
Various sources agree that addiction is a mental illness. Parents of children with addictions know this only too well, and they may attempt all kinds of strategies to help their young ones beat their addictions. But at a certain point, you might have to accept that your child will continue to struggle with addiction… Read More »
The Dangers of Nepotism During Business Succession Planning
According to Harvard Business Review, nepotism can damage morale while causing businesses to underperform. However, it is quite common across the United States, especially in family businesses. In some respects, it is only natural to want your son or grandson to “take the reins” when you pass away. But is this really the best… Read More »
May 15th Is Senior Fraud Awareness Day in Palm Beach County
In 2023, the United States Congress declared May 15th “Senior Fraud Awareness Day.” The goal is to raise awareness, create better policies, and improve protections for seniors across the country. Florida is one of the most heavily affected states when it comes to senior scams, mostly due to its high elderly population. How can… Read More »
What Am I Supposed to Do After My Family Member Passes Away in Palm Beach Gardens?
After your loved one passes away, you might want to play an active role in the legal processes that happen after death. Alternatively, you might be wary about your potential responsibilities during the inheritance and probate process. What exactly do you need to do? Should you get involved in this process, or should you… Read More »
Will the Estate and Gift Tax Exemption Continue in North Palm Beach?
The estate and gift tax exemption represents one of the most powerful estate planning tools for high-net-worth families in North Palm Beach. Thanks to 2017’s Tax Cuts and Jobs Act (TCJA), the estate and gift tax exemption is at historically high levels. Some worry that this exemption could soon be cut in half, with… Read More »