Downfalls of the Ever-Popular Lady Bird Deed
The Lady Bird Deed is a very popular tool that essentially skips the probate process by adding one or more...
Will Formalities in Florida
Florida law has several specific minimum requirements for a Will to be valid. If a Will does not meet these...
Business Succession Planning
Often neglected, planning for your business succession is a critical part of the estate planning process. Structuring your business to...
August is National Make-A-Will Month
It’s not too late. The National Make-A-Will Month initiative was designed to reduce the stigma around creating and maintaining estate...
Homestead and Property Taxes- What you should know…
As required by the Truth in Millage Act (TRIM), Florida homeowners will receive a notice from their county property appraiser...
Why is estate planning important?
“I won’t have to worry about it, I won’t be here.” True. However, at your passing, your friends, family and...
What is the difference between a Living Will and a Health Care Surrogate designation?
A Health Care Surrogate designation a legal document in which you grant authority for another person to make medical decisions...
New Florida law regarding Conveyances to Foreign Entities
A newly enacted law in Florida went into effect July 1, 2023 restricting the ability of individuals and entities to...
Leaving Assets to a Charity
There are several factors to consider when leaving assets to a charity in your will or trust. First, be sure...
How does the Corporate Transparency Act affect me?
In an effort to curb money laundering and illegal activities, the newly enacted Corporate Transparency Act creates an additional filing...