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Business Distancing

April 9, 2020

What a whirlwind the last 2-4 weeks have been.  It is hard to believe that I was in Florida for a conference and some family time with my parents just a bit over 1 month ago.  We knew about Covid19, but no one thought we would be here. So, what is Safe Harbor doing to … Continued

“For All Sad Words Of Tongue And Pen, The Saddest Are What Might Have Been.”

March 15, 2019

I cannot tell you how often those words by John Greenleaf Whittier come to life in my office each month. It may be senior citizens, previously too occupied with the hustle and bustle of life to take time to sit down to make their estate plan.  Suddenly, they have gotten some bad health news, and have finally … Continued

Planning For Your Elder Years: Part Two

September 21, 2018

In an earlier blog, we talked about some of the most important factors that you have to take into consideration while you are planning for your elder years. As a law firm that is dedicated to helping people with asset planning and protection, creating trusts and wills, and helping people when they find themselves trapped … Continued

Why Estate Planning And Asset Protection Is Important

January 15, 2018

The world of asset protection and estate planning can seem like a daunting one. There are so many ways to handle your assets that finding the strategy that works best for you can almost feel impossible. It is for these reasons that we recommend hiring an attorney who specializes in this field. As with anything … Continued

Reversing Medicare Surcharges After An Income Change

November 13, 2017

Even if you qualify for Medicare, you might still be required to pay some money to the program. The government uses your current and past income to determine what premiums you might owe on Medicare Part B and prescription drug plans, and the amount owed increases with higher incomes. In order to determine who owes … Continued

What Is An Irrevocable Trust?

September 20, 2017

If you have been mulling over the options for estate planning, you’ve definitely come across the phrase “irrevocable trust” more than a few times. It is one of the many options you have available to you to protect your assets for your heirs but it can be one of the most complicated processes to get … Continued

Two Questions To Ask When Interviewing Estate Planning Attorneys

September 1, 2017

Searching for an attorney to help you navigate the confusing legal requirements of a will or trust can be difficult. Even more difficult is knowing what questions to ask the list of attorneys that you’re able to come up with. In this blog, we want to cover what questions you should ask the lawyers that … Continued

When Should I Start My Estate Planning?

August 30, 2017

If you’re in your 20s or 30s you probably don’t think too much about your estate — it’s a long way off and you have a lot of other concerns, namely, raising a family, buying a home, and advancing your career. While we understand why estate planning is on the top of your to-do list, … Continued

What Are Wills And Trusts? Part Three

July 8, 2017

In this series of blogs we have covered, in very basic terms, what the differences are between wills and trusts. We have learned what some of the benefits and pitfalls of a will are, and today we will cover some of the different kinds of trusts and what are some of the advantages and disadvantages of each type. If … Continued

What Are Wills And Trusts? Part Two

June 29, 2017

In our last entry, we started to cover some of the differences between a will and a trust. We talked about the flexibility and importance of a will as well as the potential problems that the probate process can lead to. In today’s blog, the discussion turns to trusts: what they are, how they work, and … Continued