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...
Complete the Strategy!
Many wealth management and estate planning strategies are at least two-pronged and require the Client to take action on all...
When do I use my estate planning documents?
Your documents are written with very specific direction for different stages of life and for after your death. For example,...
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,...
Corporate Trustees
If you are naming a corporate Trustee as successor Trustee of your revocable trust, there are a few things to...
Business interests
Business interests are often an overlooked aspect of estate planning. If you have any interests in an LLC, corporation, or...
Who gets the house?
One of the most commonly asked questions, but sometimes one of the most complicated to answer. If you have this...
Update your documents
Estate planning is not set it and forget it! You need to review your estate planning documents yearly, if not...
Probate Assets
Common scenario: "No one wants Grandpa's watch, car, or golf clubs. Can't we just give them away or sell them?"...
Testamentary Formalities
To be valid under Florida law, a Last Will and Testament, or "will" must include testamentary formalities. More specifically, the...