Corporate Trustees
If you are naming a corporate Trustee as successor Trustee of your revocable trust, there are a few things to...
Trustees and Real Estate Transactions
One power a trustee may have is to buy, sell, lease or convey trust property. As such, trustees are often...
Preparing for 2022
Many proposed changes are on the proverbial table, with an undetermined date of enactment, that may affect your current estate...
Am I a Florida Resident?
Do you know how to answer this question? If not, you need to find out! Many factors can determine domicile...
Out of State Considerations
If you are domiciled in Florida, it is fine to name direct relatives as Personal Representatives or Trustees in your...
Trustee Selection
Under Florida law, you can select anyone to be the Trustee of your Trust, unless that person is disqualified under...
Tax Law Changes by Robin A. Lloyd, Sr., J.D.
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
Keeping tabs on pending legislation
The "Building Back Better Act" may significantly impact your estate planning. Consult with your attorney and financial advisors sooner than...
Newly Enacted Florida Trust Laws
Selecting a Trustee for your Trust is an important consideration. Trustees are fiduciaries and as such are required to adhere...
Red File; Do you know what it is and do you have one?
Without careful planning, the time after you pass can be incredibly stressful for your loved ones. There is a lot...