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...
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...