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 often attempt to place as much of their wealth as possible in non-probate assets. While some assets you own at the time of your death must go through probate, others, […]
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 and excellence, Kramer, Green, Zuckerman, Greene & Buchsbaum, P.A. is proud to announce that we are moving forward under a new name: Kramer Green PA. Since our founding in 1983 […]
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 can drastically affect your financial position at any time. As a result, taking steps to protect your assets from creditors, including placing funds in an IRA, is both wise and […]
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 to be prepared for these requirements that go into effect on March 1, 2026. For owners focused on safeguarding their holdings, understanding how these rules intersect with broader asset‑protection strategies […]
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 securely and tax‑efficiently over the long term. Deciding whether to convert a traditional IRA to a Roth IRA requires understanding how the move affects your current tax burden, your future […]
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 of a comprehensive estate plan. Here’s what your Pembroke Pines estate planning attorney at Kramer Green wants you to know about wills and their limitations. 1. Your Will Does Not Avoid […]
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 concerned about safeguarding your financial future, call or visit your Hallandale asset protection lawyer at Kramer, Green, Zuckerman, Greene & Buchsbaum, P.A. today. We can help develop various strategies to […]
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 law provides strong legal protections for various personal assets from lawsuits. These asset protection laws allow Floridians to maintain their wealth against potential legal claims by using these strategies. At […]
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, which went into effect on July 3, 2025, allows entities with their primary place of business in Florida to enter and enforce newly enhanced non-compete and garden leave agreements with […]
High Net Worth Individuals: Benefits Under the New Federal Tax Bill
The potential tax savings for high net worth individuals is a major feature of President Donald Trump’s “One Big Beautiful Bill Act.” Wealthy taxpayers should be aware of these opportunities and consider how the new law may affect their income, investments, and retirement planning. Call or visit your Hallandale asset protection lawyer at Kramer, Green, […]