Florida Business Requirements
In Florida, as in many other states, corporations and LLCs must adhere to the State filing requirements. This is includes...
The Law is not One-Size Fits All
As you probably know, each state is governed by its own set of laws. This is particularly important to remember...
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...
Original wills must be filed with the Court
Under Florida law, the decedent’s original Last Will and Testament must be filed with the Court with jurisdiction, within 10...
End of Year Charitable Giving
As we enter the season of giving, it is important to consider all of the options available to you for...
Co-Trustees and Co-Personal Representatives
Clients often face the dilemma of selecting just one Trustee or Personal Representative. Usually, this is a difficult decision because...
Estate Planning Avoidance
“I won’t be here anyway.” “My kids can just deal with it.” These are some of the comments we hear...
What is the role of a Trustee?
When selecting a Trustee or Successor Trustee, it is important to understand what the role of that individual or corporation...
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...