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Personal Representatives are entitled to fees for their services in this role. In Florida, the fees are set pursuant to...
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Although often overlooked, planning for times where you may be lacking mental or physical capacity to handle your own financial...
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The IRS has many rules regarding the actions taken by taxpayers within three years of their death. A recent Tax...
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Without any additional action, a Trust is simply a legal document. If there are no assets titled under the Trust,...
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Trusts and Estates are governed under two completely separate sections of the Florida Statutes. All assets owned individually or jointly...
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Florida law requires a formal probate for an Estate with assets over $75,000.00. Formal probate includes filing a Notice to...
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You may be thinking "I just need a simple will." While it sounds convenient, usually this is not the client's...
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Many wealth management and estate planning strategies are at least two-pronged and require the Client to take action on all...
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Do you know where your assets are? Do you know how they are held? If you answered no to either...
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Florida law has many statutes discussing who constitutes a fiduciary and the requirements of the role. Essentially, a fiduciary is...