A few benefits of a Revocable Living Trust
Including a revocable living trust in your estate plan may provide you and your beneficiaries with a few advantages. If...
Florida Probate
What is probate? Probate is the process by which the decedent’s assets are identified and gathered, presented to the Court,...
Trust Property
Trust property includes assets that are held in the name of the Trust, assigned to the Trust, or transferred by...
The Law is not One-Size Fits All
As you probably know, each state is governed by its own set of laws. This is particularly important to remember...
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...
Estate Planning Avoidance
“I won’t be here anyway.” “My kids can just deal with it.” These are some of the comments we hear...
Real Estate Transactions and Estate Planning
Real estate transactions and estate planning are not independent of each other. Estate planning documents often dictate how title will...
“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...