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...
What is the Creditor’s period?
Florida law requires a formal probate for an Estate with assets over $75,000.00. Formal probate includes filing a Notice to...
Location matters for estate planning purposes
It’s true. Where you live, and die, can greatly affect the estate planning you have in place. Some states have...
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,...
Am I a Florida Resident?
Do you know how to answer this question? If not, you need to find out! Many factors can determine domicile...
Taxes by Robin A. Lloyd, Sr., J.D.
With a possibility of $3.5 Trillion in new government spending, it’s an attorney’s dream about the taxes that will generate...
Red File; Do you know what it is and do you have one?
Without careful planning, the time after you pass can be incredibly stressful for your loved ones. There is a lot...
In re: the Estate of
Determining where and how your assets (and debts) pass at death can be a complicated process. Under Florida law, if...
Weighing Your Options
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...
Fund your Trust
Estate planning can be simple or complex, depending on the objective you are trying to accomplish. There are many ways...