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 Blog
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 
Can a Beneficiary in Florida Sell, Gift, or Transfer Their Interest in a Trust?
Trusts have long been an essential part of comprehensive estate planning because they provide flexibility, asset protection, and a structured... Read More
Trust 
Planning for Nursing Home Care in Florida
For many families, the prospect of planning for long-term care is daunting, but it is one of the most critical... Read More
Elder Law 
Gifting for Grandparents
Becoming a grandparent is often described as one of life’s most joyful milestones. It brings not only happiness but also... Read More
Estate Planning 
How the OBBBA Affects ABLE Accounts in Florida
On July 4, 2025, Congress passed the One Big Beautiful Bill Act (OBBBA), a wide-ranging reform package that reshaped federal... Read More
tax 
Does Your Estate Have Enough Liquidity?
When most people think about estate planning, the question of liquidity is not usually at the forefront of their minds.... Read More
Estate Planning