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Testamentary Trusts: Navigating Control and Protection in Estate Planning

January 3, 2024/

Discover the balance and protection a testamentary trust can offer in estate planning. This post explores how it integrates control with future-proofing your legacy, ensuring your wishes are honored and your loved ones are cared for. Dive into the nuances of probate, the safeguarding of beneficiaries, and the essential documents…

2024 Corporate Transparency Act Essentials

December 11, 2023/

As the Corporate Transparency Act (CTA) of 2024 rolls out, it brings significant changes to business formation and estate planning. This landmark legislation in Northeast Florida demands a new level of corporate ownership transparency, setting a precedent for accountability and legal compliance. Increased Corporate Ownership Transparency The Corporate Transparency Act…

National Safety Month: Revocable Living Trust

September 19, 2023/

Blog June 10, 2022 / Revocable Trust National Safety Month: Revocable Living Trust June has been recognized as National Safety Month by the National Safety Council for over 25 years. June is used as National Safety Month to spread awareness to the public of the top safety and health risks…

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