“Deathbed Gifts” and the IRS
The IRS has many rules regarding the actions taken by taxpayers within three years of their death. A recent Tax...
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...
Keeping track of your assets
Do you know where your assets are? Do you know how they are held? If you answered no to either...
Residency matters
Where you live and work matters for estate planning! Where your personal representatives, trustees, and beneficiaries live and work also...
How long does probate take?
We get asked this question all the time. The answer is complex. Every situation is different. Under Florida probate rules,...
Who gets the house?
One of the most commonly asked questions, but sometimes one of the most complicated to answer. If you have this...
Gifting low basis assets
When deciding which type of assets to gift, it is important to consider the asset's basis. If you decide 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...
Tangible Personal Property
These are your assets. Golf clubs, watches, jewelry, vehicles, art collections, etc. These assets have value. You need to know...
Trustee Selection
Under Florida law, you can select anyone to be the Trustee of your Trust, unless that person is disqualified under...