Labor Day is more than just a long weekend; it’s a tribute to the hard work and dedication that shaped our nation. Fact of the Day: The first Labor Day was celebrated on September 5, 1882, in New York City, and it became a national holiday at the height of the Industrial Revolution in 1894. […]
When choosing a financial advisor, understanding the difference between fee-only and fee-based services is important and ultimately a matter of trust. What is best for the consumer remains a debate within the financial industry invoking strong points of view. Both models have unique advantages and disadvantages, or what is often heard in ready rooms: the […]
How the Financial Planner is Like the Navy’s Landing Signal Officer As a retired Naval Aviator who spent years flying jets around aircraft carriers, I’ve experienced my share of high-stakes moments. Each mission concluded with an exciting, “controlled” landing (cool video) on a moving runway and trusting the guidance of a Landing Signal Officer (LSO) […]
By Tim Tuschinski In today’s complex financial landscape, ensuring your assets are protected and your family’s future is secure requires a comprehensive approach, especially for property owners in Florida. One of the most effective strategies to achieve this is by combining estate planning with fee-based financial planning to include…yes—insurance products. Ataraxis provides an integrated approach […]
While discussing end-of-life wishes can be difficult, working with your attorney to draft a will should be a top priority. However, far too many of us avoid this task.
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
We know lawyers aren’t the only answer. Ataraxis Law Firm, PLLC is affiliated with Ataraxis Financial LLC consulting firm which provides strategic services that complement and enhance our legal services. By collaborating with our affiliates, we provide clients with a financial consultant who understands your financial planning strategies and a lawyer who understands your long-term estate planning strategies. We offer a cohesive, big-picture approach and innovative solutions.
