Who Pays the Cost of Administering a Trust?
Although a Last Will and Testament may be the first estate planning document you create, you will likely add additional... Read More
trust administration Blog
Why Estate Planning Is Essential for Florida Seniors
Every adult should have a thoughtfully prepared estate plan, but for seniors, the need for comprehensive planning becomes even more... Read More
Estate Planning 
Do I Need a Pour-Over Will in My Florida Estate Plan
When preparing a comprehensive estate plan, many Floridians choose to make a trust the foundation of their asset distribution strategy.... Read More
Estate Planning 
Join Us for Military Family Appreciation Month in Florida
Every November, Americans come together to honor the strength, loyalty, and sacrifice of military families. Military Family Appreciation Month serves... Read More
General 
How to Stagger an Inheritance Using a Trust in Florida
Determining who should receive your assets after you pass away is only the first step in creating a comprehensive estate... Read More
Trust 
Can an Attorney Be the Trustee of a Trust I Create?
One of the most common estate planning tools is a trust. Though once used almost exclusively by wealthy families to... Read More
Trust 
How to Handle the Equal Gifting Dilemma in Your Florida Estate Plan
Deciding how to divide your estate among your adult children is one of the most personal and emotionally challenging decisions... Read More
Estate Planning 
A Florida Guide to Navigating an Alzheimer’s Diagnosis
An Alzheimer’s diagnosis can change life in an instant. The news often brings fear, sadness, and confusion as individuals and... Read More
Elder Law 
Common Funeral Planning Mistakes to Avoid in Your Florida Estate Plan
Including funeral and burial arrangements in your estate plan is a thoughtful act of consideration for your loved ones. While... Read More
Funeral Planning 
Understanding the Importance of a Memorandum of Intent for a Special Needs Trust
A Special Needs Trust (SNT) is an invaluable estate planning tool that allows families to provide long-term financial security and... Read More
Special Needs Planning 
How You Can Support a Caregiver during National Family Caregivers Month
As the senior population continues to grow throughout the United States, a rapidly increasing number of adults find themselves taking... Read More
General 
How a Living Trust Supports Incapacity Planning
Many people think of estate planning only in terms of distributing property after death. In reality, a well-prepared estate plan... Read More
Incapacity Planning