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...
Don’t be a victim of wire fraud!
Wire fraud runs rampant these days. Don’t be a victim. Learn how to minimize your exposure. Do not email personal...
What is the role of a Trustee?
When selecting a Trustee or Successor Trustee, it is important to understand what the role of that individual or corporation...
Real Estate Transactions and Estate Planning
Real estate transactions and estate planning are not independent of each other. Estate planning documents often dictate how title will...
Estate Planning and Incapacity
Although often overlooked, planning for times where you may be lacking mental or physical capacity to handle your own financial...
Funding your Trust
Without any additional action, a Trust is simply a legal document. If there are no assets titled under the Trust,...
What is the Creditor’s period?
Florida law requires a formal probate for an Estate with assets over $75,000.00. Formal probate includes filing a Notice to...
Estate planning is not “One Size Fits All”
You may be thinking “I just need a simple will.” While it sounds convenient, usually this is not the client’s...
Complete the Strategy!
Many wealth management and estate planning strategies are at least two-pronged and require the Client to take action on all...