Estate & Elder Law
Protect Your Family. Preserve Your Legacy.
ESTATE PLANNING GUIDE
Upcoming Events
- Own Guns? : Why you should put your Firearms in a Gun Trust
Our FREE Workshop is designed to offer information you need to know on why you should add a Gun Trust to your estate plan.
Date and Time: Friday March 20th at 2:00pm
Location: Ramada by Wyndham Jacksonville Hotel & Conference Center
Address: 3130 Hartley Rd, Jacksonville, FL 32257
Overview:
You are like many other gun enthusiasts. You store your firearms safely. You use them safely. You play by the rules. They are your pride and joy. A part of your legacy. And you want to pass them on to your loved ones. But what happens to your guns when you die? Do you have a plan in place? A plan that will makes things easy for your family? A plan that will keep them safe under the law?
A Gun Trust is the answer. You can own, share and transfer your firearms safely and within the law with a Gun Trust. A specially-built Gun Trust is a legal way to ensure the smooth transfer of your firearms after your death. Your family is spared the hassles of the court system. Probate is avoided. Your firearms are transferred to your loved ones privately. No need for a judge to oversee things where everything is public.
A Gun Trust also makes sure your loved ones don’t transfer your firearms the wrong way. It protects them from breaking the law, what we call committing an “accidental felony” in the process.
Come to our workshop to learn how a Gun Trust can be an important part of an overall estate plan.
We look forward to meeting you!
If you have any questions or concerns, please contact us at (904) 880-5554 .
Check out our blog on Gun Trusts.
Disclaimer- Attorney Advertising. The information in this website is not provided in the course of an attorney- client relationship and is not intended to constitute legal advice or to substitute obtaining legal advice from an attorney licensed in the appropriate jurisdiction. Phone: (904) 880-5554
- March 20, 2020
- Jacksonville
- Own Guns? : Why you should put your Firearms in a Gun Trust
Our FREE Workshop is designed to offer information you need to know on why you should add a Gun Trust to your estate plan.
Date and Time: Friday March 20th at 10:00am
Location: Ramada by Wyndham Jacksonville Hotel & Conference Center
Address: 3130 Hartley Rd, Jacksonville, FL 32257
Overview:
You are like many other gun enthusiasts. You store your firearms safely. You use them safely. You play by the rules. They are your pride and joy. A part of your legacy. And you want to pass them on to your loved ones. But what happens to your guns when you die? Do you have a plan in place? A plan that will makes things easy for your family? A plan that will keep them safe under the law?
A Gun Trust is the answer. You can own, share and transfer your firearms safely and within the law with a Gun Trust. A specially-built Gun Trust is a legal way to ensure the smooth transfer of your firearms after your death. Your family is spared the hassles of the court system. Probate is avoided. Your firearms are transferred to your loved ones privately. No need for a judge to oversee things where everything is public.
A Gun Trust also makes sure your loved ones don’t transfer your firearms the wrong way. It protects them from breaking the law, what we call committing an “accidental felony” in the process.
Come to our workshop to learn how a Gun Trust can be an important part of an overall estate plan.
We look forward to meeting you!
If you have any questions or concerns, please contact us at (904) 880-5554 .
Check out our blog on Gun Trusts.
Disclaimer- Attorney Advertising. The information in this website is not provided in the course of an attorney- client relationship and is not intended to constitute legal advice or to substitute obtaining legal advice from an attorney licensed in the appropriate jurisdiction. Phone: (904) 880-5554
- March 20, 2020
- Jacksonville
- Introduction to the New SECURE Act Workshop
Estate planning with retirement accounts just got more difficult. Join us for a workshop introducing the new SECURE Act.
- February 27, 2020
- Jacksonville
- Introduction to the New Secure Act Workshop
“Estate Planning with Retirement Accounts Just Got More Difficult: Introduction to the new SECURE Act” Workshop.
FREE WORKSHOP
Date and Time: Thursday, February 27th at 10am
Location: Ramada by Wyndham Jacksonville Hotel & Conference Center
Address: 3130 Hartley Rd, Jacksonville, FL 32257
Overview:
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE Act has several positive changes: It increases the required beginning date (RBD) for required minimum distributions (RMDs) from your individual retirement accounts from 70 ½ to 72 years of age, and it eliminates the age restriction for contributions to qualified retirement accounts. However, perhaps the most significant change will affect the beneficiaries of your retirement accounts: The SECURE Act requires most designated beneficiaries to withdraw the entire balance of an inherited retirement account within ten years of the account owner’s death.
The SECURE Act does provide a few exceptions to this new mandatory ten-year withdrawal rule: spouses, beneficiaries who are not more than ten years younger than the account owner, the account owner’s children who have not reached the “age of majority,” disabled individuals, and chronically ill individuals. However, proper analysis of your estate planning goals and planning for your intended beneficiaries’ circumstances are imperative to ensure your goals are accomplished and your beneficiaries are properly planned for.
Under the old law, beneficiaries of inherited retirement accounts could take distributions over their individual life expectancy. Under the SECURE Act, the shorter ten-year time frame for taking distributions will result in the acceleration of income tax due, possibly causing your beneficiaries to be bumped into a higher income tax bracket, thus receiving less of the funds contained in the retirement account than you may have originally anticipated.
Your estate planning goals likely include more than just tax considerations. You might be concerned with protecting a beneficiary’s inheritance from their creditors, future lawsuits, and a divorcing spouse. In order to protect your hard-earned retirement account and the ones you love, it is critical to act now.
We look forward to meeting you!
If you have any questions or concerns please contact us at (904) 880-5554 .
Check out our blog on the New SECURE Act.
Disclaimer- Attorney Advertising. The information in this website is not provided in the course of an attorney- client relationship and is not intended to constitute legal advice or to substitute obtaining legal advice from an attorney licensed in the appropriate jurisdiction. Phone: (904) 880-5554
- February 27, 2020
- Jacksonville
START PROTECTING YOUR LEGACY TODAY
Book Your Call
We offer a 15-minute complimentary call with one of our team members to get to know you and your situation.
Explore Your Planning Needs
During the call, we will find out what your planning needs are so we can see if we can help you. We will also figure out if we would be a good fit for each other.
Schedule Your In-Person Consultation
At the end of the call, we will set up a time to meet with the team and create a plan that will protect your family and preserve your legacy.
