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...
Do I need a Trust?
There are a number of ways a trust can be a useful vehicle to transfer assets upon your death. Trusts...
In re: the Estate of
Determining where and how your assets (and debts) pass at death can be a complicated process. Under Florida law, if...
Planning to Give Back
One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your...
Fund your Trust
Estate planning can be simple or complex, depending on the objective you are trying to accomplish. There are many ways...