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How Revenue Ruling 2023-2 Impacts Irrevocable Trusts in Florida Estate Planning
April 20, 2024
We examine why Revenue Ruling 2023-2 matters in Jacksonville estate planning, what it says now, and how it affects your estate planning strategy in Jacksonville for passing wealth to loved ones.
Estate Planning after a Divorce: What You Need to Know
April 12, 2024
Divorce is an undeniably significant life event, marking not just the end of a marriage…
Risks of Naming a Special Needs Beneficiary for Retirement Plans or Life Insurance Policies
April 7, 2024
For Jacksonville families striving to secure a bright and stable future for their special needs…
Why Powers of Attorney Are Essential for Business Owners
March 29, 2024
A business owner works hard to establish a company, build wealth, and protect assets. That…
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How Will You Protect Your Family?
At Legacy Planning Law Group, we work with you to the create a plan that protects your family and preserves your legacy so you can have confidence about what lies ahead and finish the race strong.