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...
Funding your Trust
Without any additional action, a Trust is simply a legal document. If there are no assets titled under the Trust,...
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...
Complete the Strategy!
Many wealth management and estate planning strategies are at least two-pronged and require the Client to take action on all...
Keeping track of your assets
Do you know where your assets are? Do you know how they are held? If you answered no to either...
What is a fiduciary?
Florida law has many statutes discussing who constitutes a fiduciary and the requirements of the role. Essentially, a fiduciary is...
Review your estate planning documents
If you haven't reviewed your estate planning documents in a few years (or more), you should. Both state and federal...
Choosing a Personal Representative for your estate
Many clients want to select a Personal Representative (Executor if you are in other states) based on feelings or sentimentality....
Residency matters
Where you live and work matters for estate planning! Where your personal representatives, trustees, and beneficiaries live and work also...