Taking Title in Real Estate
Many real estate agents will tell you that you can take title “however you want.” This may (or may not)...
The Legacy IRA Act is now law
The Legacy IRA Act is now law. The new provisions expand the previous definition of a qualified charitable deduction to...
Condominium Law Update for Real Estate Purchases and Sales
Newly enacted legislation in Florida dictates that buyers of condominiums and cooperatives are entitled to Milestone Inspection and Structural Integrity...
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...
Secure 2.0
New legislation affecting retirement plans and specifically required minimum distributions (RMDs), was signed into law in December of 2022. For...
Florida Probate
What is probate? Probate is the process by which the decedent’s assets are identified and gathered, presented to the Court,...
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...
Purchasing Real Estate with a Mortgage
When purchasing real estate, it is important to remember that the contract governs the transaction. Too often, clients (and sometimes...
Florida’s Legal Chameleon
If you guessed “homestead,” you are correct. Florida has several different types of “homestead,” which can arise in various scenarios...