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...
Estate Planning and Incapacity
Although often overlooked, planning for times where you may be lacking mental or physical capacity to handle your own financial...
“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...
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...
Estate planning is not “One Size Fits All”
You may be thinking "I just need a simple will." While it sounds convenient, usually this is not the client's...
Complete the Strategy!
Many wealth management and estate planning strategies are at least two-pronged and require the Client to take action on all...
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...
What is a fiduciary?
Florida law has many statutes discussing who constitutes a fiduciary and the requirements of the role. Essentially, a fiduciary is...
Review your estate planning documents
If you haven't reviewed your estate planning documents in a few years (or more), you should. Both state and federal...