Is Florida now a Community Property State?
August 23, 2021
On June 29, 2021, Governor Ron DeSantis signed into law Senate Bill 1070, known as the Florida Uniform Directed Trust Act (the “Act”), which expands
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Conservatorship, Guardianship, and Britney Spears
July 6, 2021
Recent news has brought the concept of conservatorship and guardianship to the forefront. Britney Spears’ California conservatorship case involving her father’s control of her financial
Alternate Names for Business Entities
March 28, 2021
March 29, 2021Michael Salad, Esq. | Craig Panholzer, Esq. We frequently receive inquiries from small-business owners about conducting business under a name other than its
Changing Residency from New Jersey to Florida
January 14, 2021
Now more than ever, people are contemplating changing their state residency. We are frequently approached by clients seeking to relocate to Florida for financial reasons
Part Two: The Mechanics of an ABLE Account
January 6, 2021
After part one of our article regarding ABLE accounts, we received several inquiries about how funds in ABLE accounts may be invested, how ABLE accounts
Establishing an ABLE Account in Florida
December 23, 2020
The Achieving a Better Life Experience Act (the “ABLE Act”) provides families with a valuable savings mechanism that has been underutilized since its enactment into
Financial Planners Beware
September 8, 2020
August 8, 2020Michael Salad, Esq. | Craig Panholzer, Esq. In the world of e-mails and text messages, financial planners are often pressed to answer their
Preserving Social Security Benefits Against Creditor Claims
July 2, 2020
Debt is common for most Americans. Unexpected events such as job loss or sickness may cause defaults on debt. The resulting credit damage or creditor
Lessons in the Wake of Kobe Bryant’s Death
June 23, 2020
Craig T. Panholzer | Michael SaladJune 23, 2020 The sudden passing of NBA legend Kobe Bryant on January 26, 2020 created an estate estimated at