by Howard C. Stross | Dec 16, 2021 | Estate Planning, Business Law
Earlier this year, two respected estate and business planning organizations, WealthCounsel and Trusts & Estates magazine, surveyed over 500 estate planning professionals to see what opportunities and challenges their clients face. The results from the survey... by Howard C. Stross | Oct 20, 2020 | Estate Planning
In honor of Estate Planning week, the week of October 19, 2020, we are providing a crib sheet for knowing the definition of and referring to common estate planning terms. Estate Planning is an important tool, not just for the ultra-wealthy or those thinking about... by Howard C. Stross | Jun 29, 2020 | Asset Protection, Estate Planning, Trust Administration
Increasing Longevity and Its Effect on Estate Planning and Retirement Planning In the 1970s, Logan’s Run debuted; it was a movie showing a solution to a society’s problems with overcrowding was to end each person’s life at 30 years of age. Not only is this world not... 
by Howard C. Stross | Feb 4, 2020 | Estate Planning, Finance
The post below is being shared with permission from Adam J. McKay, C.P.A. of Nelson & McKay CPAs, LLC. Although written for the holidays, we feel this information is useful throughout the year. Looking for Holiday Gifts with Lasting Impact? These 3 Could Change... by Howard C. Stross | Jan 10, 2019 | Estate Planning, Trust Administration
Florida is the number one choice among retirees to call home. Many of our transplants may not want to change the professional relationships they have established over many years. With estate planning, that is a mistake. Just because a person’s estate planning... by Howard C. Stross | May 25, 2018 | Estate Planning, Trust Administration
When is the Power of Attorney Effective? In Florida, a power of attorney signed after October 1, 2011, is effective immediately. This means you do not have to be incapacitated for your agent to act on your behalf. This can be helpful if you are out of town for an...
