Health Care Surrogate designation and Durable Power of Attorney
Contrary to popular belief, these two documents are not one in the same. Your Health Care Surrogate is the person...
2022 Sellers of Real Property- Do you need to file an IRS Form 1099-S?
If you sold or exchanged a residence in 2022, you may need to report the transaction to the IRS via...
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...
Estate Planning and Incapacity
Although often overlooked, planning for times where you may be lacking mental or physical capacity to handle your own financial...
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...
What is a fiduciary?
Florida law has many statutes discussing who constitutes a fiduciary and the requirements of the role. Essentially, a fiduciary is...