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Celebrating Hispanic Heritage Month – Honoring the Women Who Shape Our Culture

by Amarillis Velez | Sep 11, 2023 | Blogs, Estate Plan, Florida, Winter Garden

Hispanic Heritage Month, observed annually from September 15th to October 15th, is a time to celebrate the rich history, culture, and contributions of Hispanic and Latinx communities in the United States. While we honor the accomplishments of Hispanics in various...
Matthew Mellon’s Estate Planning Oversights: A Cautionary Tale

Matthew Mellon’s Estate Planning Oversights: A Cautionary Tale

by Amarillis Velez | Sep 11, 2023 | Blogs, Estate Plan, Florida, Winter Garden

In the realm of personal finance and wealth management, effective tax planning plays a crucial role in preserving and growing one’s assets. Among the various strategies available, establishing a trust can be a powerful tool to minimize tax obligations while...
The Power of Trusts: Maximizing Tax Savings

The Power of Trusts: Maximizing Tax Savings

by Amarillis Velez | Aug 24, 2023 | Blogs, Estate Plan, Florida, Winter Garden

  In the realm of personal finance and wealth management, effective tax planning plays a crucial role in preserving and growing one’s assets. Among the various strategies available, establishing a trust can be a powerful tool to minimize tax obligations...
Llega el Florida Bicycle Month Challenge

Llega el Florida Bicycle Month Challenge

by Amarillis Velez | Mar 4, 2022 | Blogs, Ciclistas, Florida, Winter Garden

Únase a nosotros en el primer Florida Bicycle Month Challenge El Florida Bicycle Month Challenge es un desafío de un mes de duración organizado por Alert Today Florida utilizando la plataforma Love to Ride para conseguir que más personas monten en bicicleta de forma...
A story of family love, sadness, and conflict in times of loss; and the value of a healthcare directive.

A story of family love, sadness, and conflict in times of loss; and the value of a healthcare directive.

by Amarillis Velez | Aug 31, 2021 | Blogs, Estate Plan, Florida, Immigration, Winter Garden

We all know that death is an extremely emotional aspect and process that our loved ones and friends will face at a certain time. It is inevitable, and we all experience it one way or another. For the first time in my life, I experienced the emotional aspect of...
Asilo Político

Asilo Político

by Amarillis Velez | Aug 6, 2021 | Blogs, Florida, Immigration, Winter Garden

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Recent Posts

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