Three Things Your Pet Caregiver Needs to Know
As a pet owner, including your pet in your estate plans likely means creating a pet trust. With this estate... Read More
Estate Planning, Wills and Trusts Blog
What’s the Purpose of a Florida Living Will?
A Living Will is an indispensable estate planning tool, but it covers limited circumstances. In Florida, a Living Will is... Read More
Incapacity Planning Will Transferring Your Home to Your Living Trust Cause Mortgage Hassles?
Occasionally, we’ll have a client voice the concern that transferring their home into their newly-created Revocable Living Trust might violate... Read More
Wills and Trusts Does the Person I Name as My Children’s Guardian Also Have to Control Their Inheritances?
Parents with young children have quite a few difficult decisions to make when it comes to estate planning. Not only... Read More
Estate Planning, Parents w/ Young Children, Wills and Trusts Did You Know? Not All Gifts to a Spouse are Tax-Free
The general rule when it comes to the federal gift tax is that gifts from one spouse to another are... Read More
Taxes Serving as Trustee and Beneficiary? A Word of Advice
When the time comes for a living trust to be administered, it’s pretty common for people to find themselves in... Read More
Wills and Trusts Financial Elder Abuse: What It Is and What to Do About It
Elderly people are uniquely vulnerable to financial abuse for a number of reasons. For instance, elderly people tend to have... Read More
Elder Law Does Moving Mean You Need a New Will?
There are certain life events that call for a review of your will, and moving to a new state is... Read More
Estate Planning, Wills and Trusts Retirement Plans: Separating Fact From Fiction
Planning for retirement is no simple task. In addition to figuring out how much you’ll need to live on and... Read More
Retirement Planning Must a Power of Attorney be Registered or Recorded?
A Power of Attorney, like a Trust, does not need to be registered or recorded in the public records in... Read More
Incapacity Planning The Funeral Rule: What is It?
Someone close to you has just passed away. It’s up to you to plan the funeral, and along with the... Read More
Estate Planning Where Will You Be Buried?
Who gets to decide where a deceased person is buried? This is a question highlighted in a recent Florida Times-Union... Read More
Estate Planning