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Asset Protect Your Business
From start up to mature businesses, there are generally five major concerns for the business owner: liability, financing, management,...
susanhartmanjd
Dec 14, 20232 min read
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Do You Need a Relationship With an Attorney?
No matter what stage of life, it pays to have an established relationship with an attorney. Even if you do a good job of handling your...
susanhartmanjd
Dec 7, 20233 min read
5 views


Don't Dread Probate!
Probate is to be feared! Everyone should bend over backwards to avoid probate! That's what some "experts" tell you. You hear it...
susanhartmanjd
Nov 29, 20232 min read
4 views


Gifts that Give Back
As estate planners, we often have conversations with clients who want to make a substantial monetary contribution to charity yet they are...
susanhartmanjd
Nov 21, 20232 min read
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Business Succession Strategies
Exit timing can be voluntary or forced. Either way, it must be preplanned to ensure the highest value is received on sale or transfer. ...
susanhartmanjd
Nov 16, 20234 min read
2 views


Don't Forget the "Little" Things in Estate Planning or Divorce
Whether you are updating your Last Will and Testament or dividing assets in a divorce, don't forget to address the "little" things. ...
susanhartmanjd
Nov 11, 20233 min read
2 views


Pre- and Post-Marital Agreements
The pre-nuptial agreement (“pre-nup”) has long been used by the wealthy who were considering marriage to protect their wealth be it a...
susanhartmanjd
Nov 7, 20232 min read
2 views


Holiday Giving
December, and the holiday season in general, is often referred to as "The Giving Season" and for good reason. Thorough it falls on...
susanhartmanjd
Nov 2, 20233 min read
7 views


Small Business Divorce or Succession
Entrepreneurs are the back-bone of America. They are an incredibly hard-working group and much of the wealth in this country has been...
susanhartmanjd
Oct 21, 20232 min read
5 views


Trust Your IRA Planning
You got the message. You saved in an IRA so your savings are creditor protected. You saved in your 401(k), 403(b) or Simple IRA plan so...
susanhartmanjd
Oct 20, 20231 min read
5 views


Incentive Trusts for Children and Adults
Are you concerned that leaving an inheritance to someone could have a negative effect? Consider using an Incentive Trust. An Incentive...
susanhartmanjd
Oct 14, 20232 min read
3 views


Ways to Pay The Divorce Attorney
The skinny: Divorce can be expensive. Putting it on a credit card can be even more expensive. Find an attorney that is willing to work...
susanhartmanjd
Oct 9, 20232 min read
5 views


Trust Your Insurance!
You’ve done a good job of preparing a financial safety net for your family. You worked with your financial advisor to ensure you own...
susanhartmanjd
Oct 5, 20232 min read
4 views


Ever considered the Collaborative approach to Divorce?
ARE YOU CONSIDERTING GETTING A DIVORCE? Divorce can be expensive and emotionally devastating on everyone in the family and their social...
susanhartmanjd
Sep 26, 20231 min read
6 views


The Power of Income Trusts... for mortgage qualification
Need more income to refinance or qualify for a mortgage? Too often the problem seems intractable. Especially when an increase in income...
susanhartmanjd
Sep 16, 20231 min read
29 views


Control Your Affairs!
Things change. You acquire “stuff”. You get married. You buy a home. You have children – fuzzy faced or not. You accumulated some...
susanhartmanjd
Sep 3, 20232 min read
8 views


Estate Planning Documents- Who Needs It?
Everyone already has an estate plan. It's the one that the Florida Legislature has decided for you...by people who don't know you or your...
susanhartmanjd
Aug 31, 20232 min read
5 views


Welcome!
Welcome to our blog and thank you for taking the time to find us. In lieu of visiting us in to our Jacksonville Beach offices at 420...
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Jun 17, 20191 min read
37 views
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