NEW VERO BEACH LOCATION –  We have moved Vero Beach Offices. As of 6/26/21 our office location is: 601 21st Street Suite 401 Vero Beach, FL 32960

NEW VERO BEACH LOCATION –  We have moved Vero Beach Offices. As of 6/26/21 our office location is: 601 21st Street Suite 401 Vero Beach, FL 32960

Create motivation with an incentive trust

As part of an estate plan, trusts are often geared around delaying payment of money to heirs who are minors or setting that money aside for a specific use, as is the case with education trusts and special needs trusts. However, you can also use them to motivate your...