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beneficiary designations

Making Sure Your Beneficiary Designations Are Up to Date

Probate is the legal process of distributing your estate after death to your heirs. Involvement with probate court can be lengthy and costly, so people...

Kramer Green PA Announcement

We are pleased to share an important update regarding our firm’s continued growth and evolution. After more than 30 years of serving clients with dedication...

IRA protect assets creditors

Is an IRA a Good Way to Protect My Assets from Creditors?

No matter how successful or financially stable you are, the potential for catastrophic events is always present. Natural disasters, unemployment, disability, and even economic downturns...

New FinCEN reporting requirements

New FinCEN Reporting Requirements for Certain Real Estate Transactions Effective March 1, 2026

The Residential Real Estate Rule is reshaping FinCEN reporting requirements for some non-financed residential real estate transfers to legal entities or trusts. Property owners need...

Roth IRA

Does It Make Sense to Convert My IRA to a Roth IRA?

A Roth IRA conversion raises questions different from traditional asset‑protection concerns. Still, the underlying goal is the same: positioning your wealth so it can grow...

what your will cannot do

5 Things Your Will CAN’T Do: Why You Need a Comprehensive Estate Plan

When you think of estate planning, a will may be the first thing that comes to mind. However, a will is only one small part...

can a creditor reach my bank account

Can a Creditor Reach My Joint Bank Account?

When it comes to protecting your wealth, one important question is whether creditors can access funds held in a joint bank account. If you are...

assets

What Assets Are Protected if Someone Sues Me in Florida?

The results of a lawsuit can be devastating, leading to the loss of the personal assets you have worked so hard to amass. Fortunately, Florida...

CHOICE Act

CHOICE Act Goes into Effect for Florida Employers

Florida has enacted the Contracts Honoring Opportunity, Investment, Confidentiality, and Economic Growth (CHOICE) Act, found at Fla. Stat. §§ 542.41 – 542.45. The CHOICE Act,...

inheritance child

Mistakes to Avoid When Leaving an Inheritance to Your Child

Passing down wealth to your children through inheritance is one of the most meaningful aspects of estate planning—but it’s also one of the most misunderstood....