850-894-0152 click to call
Can I Leave Money To A Charity In My Will?

Can I Leave Money To A Charity In My Will?

In life we passionately support the charities we love.  However, we often believe we can no longer do so after we die.  A common misunderstanding is that one must be wealthy to leave money to a charity in an estate plan.  When I ask my clients about leaving money to...

Do I need a trust?

A Trust is a legal arrangement through which property is owned and managed by a person or entity for the benefit of another.  Many people are told they need a trust, but do not understand why a trust would be necessary in their circumstances.  Some of the most common...