How long does probate take?
We get asked this question all the time. The answer is complex. Every situation is different. Under Florida probate rules,...
Corporate Trustees
If you are naming a corporate Trustee as successor Trustee of your revocable trust, there are a few things to...
Business interests
Business interests are often an overlooked aspect of estate planning. If you have any interests in an LLC, corporation, or...
Who gets the house?
One of the most commonly asked questions, but sometimes one of the most complicated to answer. If you have this...
Update your documents
Estate planning is not set it and forget it! You need to review your estate planning documents yearly, if not...
Gifting low basis assets
When deciding which type of assets to gift, it is important to consider the asset's basis. If you decide to...
Probate Assets
Common scenario: "No one wants Grandpa's watch, car, or golf clubs. Can't we just give them away or sell them?"...
Testamentary Formalities
To be valid under Florida law, a Last Will and Testament, or "will" must include testamentary formalities. More specifically, the...
What is a Living Will?
A living will is a document in which you decide and direct the circumstances under which physicians can administer life-prolonging...
Remember your Gift Tax Returns
If you have made considerable gifts to individuals, be sure to remember to file your gift tax returns. The IRS...