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...
Do I need a trust?
Perhaps. Whether or not you need a revocable or an irrevocable trust depends on a variety of factors including, but...
Co-Trustees and Co-Personal Representatives
Clients often face the dilemma of selecting just one Trustee or Personal Representative. Usually, this is a difficult decision because...
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...
Funding your Trust
Without any additional action, a Trust is simply a legal document. If there are no assets titled under the Trust,...
Trust or Estate? They’re not the same thing
Trusts and Estates are governed under two completely separate sections of the Florida Statutes. All assets owned individually or jointly...
Complete the Strategy!
Many wealth management and estate planning strategies are at least two-pronged and require the Client to take action on all...
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...