Considerations when creating a Revocable Living Trust in FloridaAn Introduction and Overview to the Revocable Living Trust in Florida In Florida, a living revocable trust is a helpful tool used to effectively and efficiently transfer assets after death while allowing...
Estate Planning
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Estate Planning and Divorce: Steps During and After a Dissolution of Marriage
Estate Planning and Divorce: Steps During and After a Dissolution of MarriageAn Introduction and Overview to Estate Planning and Divorce During the dissolution of a marriage, estate planning may be the last thing a person wants to address. However, it can be one of...
Navigating Probate: How to Avoid Probate in Florida
Navigating Probate: How to Avoid Probate in FloridaAn Introduction on How to Avoid Probate in Florida Whether clients are aware of it or not, probate avoidance is one of the most common reasons for having a comprehensive estate plan. Probate avoidance is the strategic...
Frequently asked questions about Living Trusts in Florida
Frequently asked questions about Living Trusts in FloridaLiving trusts are one of the most popular estate planning tools for families and individuals in Florida. Consequently, lawyers tend to get asked certain questions repeatedly. The following is a list of some of...
Florida Estate Planning Checklist: 14 considerations before meeting with your attorney
Florida Estate Planning Checklist: 14 considerations before meeting with your attorneyThe start of a new year is an ideal time to either begin or redraft your estate planning documents. But what exactly do you do or need to start this process? Getting Started with a...
Trust Protector versus Trustee – An Explanation
Trust Protector versus Trustee – An ExplanationAlthough once an uncertainty, Florida law now clearly allows for the inclusion of a Trust Protector by a grantor of a trust. A Florida Trust Protector is a specifically named individual (or entity) identified in a trust...
Yearly Estate Planning Audit
Yearly Estate Planning AuditKicking off a new year right involves more than just resolutions to get in shape and joining book clubs. One of the most important tasks we should tackle at the beginning of each year is to make sure that our estate plans are completed,...
Terminating a Florida Living Trust after Administration – 4 Important Steps
Terminating a Florida Living Trust after Administration – 4 Important StepsLiving trusts are popular estate and legacy planning tools in Florida for probate avoidance. However, when the grantor, which is the person who initially creates a living trust, dies, the trust...
Will my estate go through probate court in Florida?
Will my estate go through probate court in Florida?Costs associated with the probate administration process can add up quickly. So, it’s not surprising that so many people create their estate plans with probate avoidance in mind. One of the most common questions...
Estate Planning for Small Business Owners
Estate Planning for Small Business OwnersFor small business owners, estate planning options seem insurmountably complicated. If you find yourself trying to navigate the intricacies of balancing your personal estate planning goals with that of your business, then...