When a Life Settlement is a Life Savior

Gary H. called about an existing $3 million insurance policy on his father. He was concerned about the continuing annual premiums of $20,000 in light of the fact that his father, who was about to turn 97, was in “amazingly good” health. He wanted to know if he should...

Legoland continues Florida’s Boom

Does a theme park of plastic buildings made for the enjoyment of kids impact the value of land, support economic rise through investors and increase employment opportunities? Yes, it does! This is what Legoland is expected to do and anticipated to bring into Florida...

Protecting your assets in Florida

I read an interesting article online called “Dynasty trusts let wealthy beat the taxman” that explained why a dynasty trust is becoming more popular and wanted to share it with you. In the article, author Elizabeth Ody, explains that “A dynasty trust funded with $10...

Derek Jeter’s Tampa Mansion

American Baseball League player, Derek Jeter who plays shortstop for the New York Yankees has changed the landscape, if not the skyline of Tampa, Florida. A year after they started building, the biggest home in Hillsborough County is completed. Jeter has long planned...