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Ways to Avoid Probate in FloridaOne of the most frequently asked questions we receive regarding estate planning is "Will my estate go through probate court in Florida?". While most believe such a process to be complicated and virtually unattainable, be assured that it...
Revocable versus Irrevocable Trusts in FloridaThe concept of utilizing a trust as an estate planning tool can be confusing to many. Trusts range from relatively simple to more complicated in nature. This level of complexity is typically determined by the individual’s...
Power of Attorney Options in Florida Typically, a person entering into a contract, opening an account, or purchasing an asset must do so by signing the relevant document themselves. However, on occasion, they may be unable to handle these matters by themselves due to...
How to Establish Florida Permanent Residency It is no secret that Florida’s beautiful beaches, lack of state income tax and generous homestead exemptions make it a very attractive location to which out-of-staters relocate. When doing so, these new residents ultimately...
Joint Tenancy with Right of Survivorship & Tenancy by the Entirety as Alternative Estate Planning Tools in FloridaIntroduction In Florida, there are several ways in which you can own real property that would allow it to pass directly to joint owners upon the death of...
Digital Estate Planning in FloridaThe increasing prevalence of digital assets in today's modern life can create complex challenges for estate planning for individuals and families. Explore what digital assets are and how you can protect your online data for maximum...
Estate Planning for Young Adults: What to ConsiderIf you or someone you know is preparing to send your young adult child off to university soon, it’s advisable to speak to a qualified attorney to learn more about how you can protect your family using Estate Planning...
How to Open a Trust Account in FloridaUnderstanding Trust Accounts A trust account is a special type of account that holds funds specifically identified in a trust document for a specific beneficiary or group of beneficiaries. Typically, in Florida, funds held in...
4 Basic Estate Planning DocumentsKnowing where to start with your Estate Planning documents can be intimidating to many people. But it doesn’t have to be! Explore these 4 basic estate planning documents for more information! Regardless of the size or complexity of...
Succession Planning for Small BusinessesFew businesses address the steps necessary to undertake effective succession planning for a multi-generational business to flourish. Learn more about this vital aspect of long term business planning. While many of us have our...
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