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...
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...