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20180125

Life insurance can be a powerful estate planning tool for nontaxable estates

By Legacy Protection, LLP |

For years, life insurance has played a critical role in estate planning, providing a source of liquidity to pay estate taxes and other expenses. It’s been particularly valuable for business owners, whose families might not have the liquid assets they need to pay estate taxes without selling the business. Under the Tax Cuts and… Read More »

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Attorney Nicole S. Bell Joins Brookwood Florida’s Board

By Legacy Protection, LLP |

Attorney Nicole S. Bell joins Brookwood Florida as their newest Board Member For 90 years, Brookwood Florida has provided a home for girls, diverted by abuse, neglect or family dysfunction, in which they learn to be self-sufficient and successful. Their four-part program helps these girls develop the skills, self-identity, and maturity needed to return… Read More »

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20180118

Have you taken state estate taxes into account?

By Legacy Protection, LLP |

The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, with inflation-adjustments projected to raise it to $11.18 million for 2018.This means federal estate taxes are a concern for fewer families, at least in the short term. (The doubled exemption expires December 31, 2025.) But it’s important to consider how… Read More »

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Welcome Aboard Jay Fleece!

By Legacy Protection, LLP |

Bill McQueen is proud to announce that Jay Fleece joined Legacy Protection Lawyers as a partner on January 1. “I am so excited to have Jay join Legacy Protection Lawyers.  Not only is he recognized as one of the best estate and trust litigators in the country, but his values align perfectly with our… Read More »

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20180104

Preserve wealth for yourself and your heirs using asset protection strategies

By Legacy Protection, LLP |

There are many techniques you can use to protect your assets, from giving them to loved ones to placing them in offshore trusts. It’s important to understand that asset protection isn’t about evading legitimate debts, hiding assets or defrauding creditors. Rather, it’s about preserving your hard-earned wealth in the face of unreasonable creditors’ claims,… Read More »

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Tax Cuts and Jobs Act: Key provisions affecting estate planning

By Legacy Protection, LLP |

The Tax Cuts and Jobs Act of 2017 (TCJA) is a sweeping revision of the tax code that alters federal law affecting individuals, businesses and estates. Focusing specifically on estate tax law, the TCJA doesn’t repeal the federal gift and estate tax. It does, however, temporarily double the combined gift and estate tax exemption… Read More »

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Properly planning for incapacity requires specific estate planning strategies

By Legacy Protection, LLP |

Most estate plans focus on what happens after you die. But without arrangements for what will happen in the event you become mentally incapacitated, your plan is incomplete. If an accident, illness or other circumstances render you unable to make financial or health care decisions — and you don’t have documents in place to… Read More »

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20171208

Address your pet in your estate plan using a pet trust

By Legacy Protection, LLP |

If you’re an animal lover, a pet is a member of the family — sometimes even more so than flesh-and-blood. So you want to ensure that your beloved pet is cared for after you’re gone. One way to do so is to make provisions for your pet through a trust. This legally sanctioned arrangement… Read More »

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20171130

Who should be the guardian of your minor children?

By Legacy Protection, LLP |

If you have minor children, arguably the most important estate planning decision you have to make is choosing a guardian for them should the unthinkable occur. It’s critical to put much thought into this decision to ensure your children would be cared for as you wish in such a situation. Evaluating potential candidates Here… Read More »

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LPL

Lawyers for Literacy

By Legacy Protection, LLP |

Click the link to view how Legacy Protection Lawyers is helping our local youth! 

http://lawyersforliteracy.org/info/LFL%20Newslet%20Nov.%202017.pdf

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