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...
“Deathbed Gifts” and the IRS
The IRS has many rules regarding the actions taken by taxpayers within three years of their death. A recent Tax...
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...
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...
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,...
Corporate Trustees
If you are naming a corporate Trustee as successor Trustee of your revocable trust, there are a few things to...
Probate Assets
Common scenario: "No one wants Grandpa's watch, car, or golf clubs. Can't we just give them away or sell them?"...