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Where Tradition Meets the Future®

Understanding Florida Special Needs Trusts

By Lisa B. Goddy, Esq. Families caring for loved ones with disabilities often face a difficult balance providing financial support while preserving essential government benefits. A Florida special needs trust (SNT) can help achieve both. When structured properly, these trusts enhance a person’s quality of life without jeopardizing eligibility for […]

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Estate Planning Strategies for Florida Business Owners

When you’ve spent years building a business, your focus is often on clients, employees, and growth. Yet one of the most important questions every owner should ask is this: “What happens to my business if something unexpected occurs?” That question framed a recent webinar featuring Anthony Cetrangelo, co-chair of Henderson […]

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