Express Disinheritance Explained: Play it Safe
When it comes to estate planning in the state of Florida, the best way to handle disinheritance of estranged family members is to omit…
Estate Planning
Basic estate planning documents everyone should have
A comprehensive package of life planning documents, consisting of a Health Care Surrogate, Living Will, and Durable Power of Attorney, is vital for ensuring…
Probate & Trust Administration
How are trusts and estates taxed on income?
Taxation on trusts is dependent on numerous factors, including the size and value of the trust, and the way it is structured. THE BIG…
Importance of Florida-rizing your estate plan
Be certain to update your life and estate planning documents to conform with Florida law if you’re moving in from out of state. WHY…
Making your trust work by funding
Setting up a trust is important, but the effort put into setting it up will go to waste if it remains unfunded. The big…
The SECURE Act and your estate plan
The Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”) was signed into law on December 20, 2019. WHAT IT MEANS: The new…
