Asset Protect Your Business
From start up to mature businesses, there are generally five major concerns for the business owner: liability, financing, management,...
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susanhartmanjd
- Dec 7, 2023
- 3 min
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...
4 views
susanhartmanjd
- Nov 29, 2023
- 2 min
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...
3 views
susanhartmanjd
- Nov 21, 2023
- 2 min
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...
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susanhartmanjd
- Nov 16, 2023
- 4 min
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. ...
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susanhartmanjd
- Nov 11, 2023
- 3 min
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. ...
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susanhartmanjd
- Nov 7, 2023
- 2 min
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...
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susanhartmanjd
- Nov 2, 2023
- 3 min
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...
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susanhartmanjd
- Oct 21, 2023
- 2 min
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...
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susanhartmanjd
- Oct 20, 2023
- 1 min
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...
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susanhartmanjd
- Oct 14, 2023
- 2 min
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...
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susanhartmanjd
- Oct 9, 2023
- 2 min
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...
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susanhartmanjd
- Oct 5, 2023
- 2 min
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...
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susanhartmanjd
- Sep 26, 2023
- 1 min
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...
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susanhartmanjd
- Sep 16, 2023
- 1 min
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...
24 views
susanhartmanjd
- Sep 3, 2023
- 2 min
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...
7 views
susanhartmanjd
- Aug 31, 2023
- 2 min
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...
5 views
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- Jun 17, 2019
- 1 min
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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