What You Should Know About a Florida Special Needs Trust

October 14, 2026 - Andrew Smith

If you have a child, grandchild, or other loved one with special needs, providing for their future is likely one... Read More

Special Needs Planning

Protecting Your Florida Family Business Through Estate and Succession Planning

September 30, 2026 - Andrew Smith

If you own a family business in Florida, the company may represent much more than an investment or a source... Read More

business succession planning

10 LGBTQIA+ Estate Planning Mistakes to Avoid in Your Florida Estate Plan

September 23, 2026 - Andrew Smith

Estate planning gives you the ability to decide who will inherit your property, who will manage your financial affairs if... Read More

Estate Planning

The Benefits of Avoiding Probate in Your Florida Estate Plan

September 9, 2026 - Andrew Smith

Creating an estate plan allows you to decide who should receive your property after your death, but determining who inherits... Read More

Probate

Understanding a Florida Power of Attorney

August 19, 2026 - Andrew Smith

A comprehensive estate plan does more than determine who receives your assets after your death. It also prepares for the... Read More

Powers of Attorney

Incapacity Planning in Your Florida Estate Plan

August 5, 2026 - Andrew Smith

When most people think about estate planning, they focus on deciding who will inherit their assets after they pass away.... Read More

Incapacity Planning

Should I Include a Living Will in My Florida Estate Plan?

July 22, 2026 - Andrew Smith

When most people think about estate planning, they focus on what will happen to their property after they die. While... Read More

Will

When Should I Begin Accepting Social Security Retirement Benefits?

July 8, 2026 - Andrew Smith

For many retirees, deciding when to begin collecting Social Security retirement benefits is one of the most significant financial decisions... Read More

Retirement Planning

What Seniors Need to Know about Medicaid in Florida

June 17, 2026 - Andrew Smith

As you approach retirement, estate planning should involve more than deciding who will inherit your assets after your death. A... Read More

Medicaid

What Happens to Your Retirement Accounts When You Die?

June 3, 2026 - Andrew Smith

For many retirees, retirement accounts represent one of the largest components of their overall estate. Over the course of a... Read More

Estate Planning

7 Reasons to Use a Trust to Protect Your Child’s Inheritance

May 6, 2026 - Andrew Smith

As a parent, you devote considerable time and effort to decisions that shape your child’s future. When you begin addressing... Read More

Trust

How to Incorporate Legacy Planning into Your Florida Estate Plan

April 29, 2026 - Andrew Smith

When you begin thinking about estate planning, your first instinct may center on the logistics of transferring property and ensuring... Read More

Estate Planning