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Protecting Your Most Valuable Asset: Your Children

After traveling around the world and meeting people from all walks of life, I noticed there is a prominent common denominator for all those with children – as parents we do almost everything we can for our kids. Picture this… Every morning you wake up at the crack of dawn, get breakfast going, and wake [...]

By | January 11th, 2018|Uncategorized|0 Comments

Pet Trusts: Creating a Legacy for the Four-Legged Children

Since my youngest child learned how to independently use the rest room, my oldest child has been pestering me non-stop to get the family a dog. My darling tweener, in her most sarcastic and whiny tone (parents especially know how this hits shrill level 10), she reminds me “you promised.” Well, I confess, I did [...]

By | December 20th, 2017|Estate Planning, Wills & Trusts|0 Comments

Culture: The Oft-Overlooked Factor for Succeeding in International Business

What if a magic formula existed to immediately and successfully connect you with international businesses? What if you knew a secret about how to get your business proposal favorably presented to the key decision-maker? Well, there is a method to do exactly these things, but you will have to invest your time learning your target’s [...]

By | December 5th, 2017|Business, Legal Strategy|0 Comments

Mistake Avoidance 101: Failing to Fund your Trust

And now, a short story that is more truth than fiction, you became a hero to your family when you created an estate plan. You took home a binder full of signed documents, put it in a safe place and forgot about it. Weeks, maybe months later, you vaguely remember that your lawyer mentioned something [...]

By | November 30th, 2017|Estate Planning, Finances, Legal Strategy, Wills & Trusts|0 Comments

Building Your Business Legacy with a Great Succession Plan

Be a Hero to Your Business A Tale of Two Businesses: Milton Ferrell was a successful Miami attorney. Under his leadership, his firm grew from a single Miami office in 2000 to a 17 office worldwide boutique firm by 2003. This full-service practice included some of the most prominent names in the South Florida legal [...]

By | October 31st, 2017|Business|0 Comments

Estate Planning for Parents with Children on the Spectrum

Planning for the future of your children Parenting involves much planning. The simplicity of making your own plan, or one for you and your spouse or significant other, disappears when kids come into picture. Parents quickly realize that their role is more of logistician for the children than anything else. Indeed, when my children were [...]

By | October 18th, 2017|Estate Planning|0 Comments

Planning is Key to Survival

Why now is the best time to implement your hurricane plan Planning for a natural disaster is never easy. In South Florida we usually get notice of an impending hurricane. Unlike the earthquakes of the West Coast and the tornados in the Midwest, hurricanes are tracked from the time they form. With proper planning, some [...]

By | October 9th, 2017|Estate Planning|0 Comments

How Legal Planning Helps Build a Strong Blended Family

In our house, we always refer to ourselves as a modern family. We joke that the post office must get confused because we have three last names in the house. No, we have not taken in renters. We are a blended family. When I married my lovely wife, I was immediately blessed with step-fatherhood because [...]

By | October 4th, 2017|Estate Planning, Legal Strategy|0 Comments

Ten Common Money Pits Even Brilliant Entrepreneurs Fall Into

If you’re relying on your top line to grow your wealth, you could be missing out on easy opportunities to save money and improve profits, independent of your revenue. Florida continues its economic growth through 2017. More and more entrepreneurs are setting up shop in the Sunshine State. Many of these new business owners are [...]

By | August 21st, 2017|Business|0 Comments