Avoid a derailed estate plan
It can be fairly easy for an estate plan to get off track. There are several things you can do...
Health Care Surrogate designation and Durable Power of Attorney
Contrary to popular belief, these two documents are not one in the same. Your Health Care Surrogate is the person...
Gift Tax Returns
As tax season is coming to a close, do not forget to file your gift tax returns! If you gifted...
The Importance of Follow Through
Like all planning, estate planning also requires follow through. Trusts must actually be funded. Gifts must be received. Wills must...
Trust Property
Trust property includes assets that are held in the name of the Trust, assigned to the Trust, or transferred by...
Florida’s Legal Chameleon
If you guessed “homestead,” you are correct. Florida has several different types of “homestead,” which can arise in various scenarios...
What is FIRPTA?
FIRPTA stands for the Foreign Investment in Real Property Tax Act of 1980 (FIRPTA). The disposition of a U.S. real...
The Law is not One-Size Fits All
As you probably know, each state is governed by its own set of laws. This is particularly important to remember...
Life’s Legal Moments
If you are questioning whether or not you need an attorney, you may want to visit this newly formed Florida...
End of Year Trust Checklist
If you have a Trust, be sure to review the list of items below: Review your Trust document. Things change...