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Monthly Archives: March 2019

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Protecting Foreign Assets in Estate Planning

By Moran, Sanchy & Associates |

As attorneys who regularly practice in estate planning, wills, and probate here in Florida, we work with a number of clients who have to take extra precautions in planning for their global assets. It is extremely important to take extra precautions and steps when you own foreign assets, especially when it comes to structuring… Read More »

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How to Go About Incorporating Charitable Giving Into Your Estate Plan

By Moran, Sanchy & Associates |

As attorneys who regularly advise clients in the area of estate planning, we regularly receive a number of questions about charitable giving, especially as it overlaps with estate planning and donating at the time of death. Incorporating charitable giving into your estate plan can become complex under some circumstances. Below, we discuss some of… Read More »