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...
Original wills must be filed with the Court
Under Florida law, the decedent’s original Last Will and Testament must be filed with the Court with jurisdiction, within 10...
End of Year Charitable Giving
As we enter the season of giving, it is important to consider all of the options available to you for...
Do I need a trust?
Perhaps. Whether or not you need a revocable or an irrevocable trust depends on a variety of factors including, but...
Co-Trustees and Co-Personal Representatives
Clients often face the dilemma of selecting just one Trustee or Personal Representative. Usually, this is a difficult decision because...
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...
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,...