All Wealth Planning Content

How to Potentially Avoid Probate

Kerry Reeves |
Emerald GEMs

September 13, 2022—Most people prefer to avoid probate because it could be a lengthy court process of transferring a decedent’s estate to his or her beneficiaries. Not only does the process have the potential to take a very long time, it may also be expensive. And once your will is deposited in probate court, your private affairs may become a matter of public record.


Managing Emotions During Financial Uncertainty

Jerry Inglet, Ed.D, CFT-I™ |
Emerald GEMs

August 9, 2022—During times of financial uncertainty, some people may allow emotions, rather than logic and reason, to drive their business decisions. But emotional decision-making, mired in personal bias, can derail even the best-laid plans. It is usually best to keep emotions in check when faced with high stakes financial choices.


Why Consider Living in Florida?

Wealth Planning

While Florida is commonly known for its year-round sunshine and beautiful sandy beaches, it’s also home to many tax and financial advantages as well. Generally considered a low-tax state, Florida residents likely enjoy reduced tax obligations compared to those of many other states. Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax.