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What is the Difference Between a Will and a Trust?

March 31, 2024

Understanding the differences between a will and a trust is…

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Estate Planning: Will My Documents be Valid in Another State? Should I Update Them?

October 13, 2023

If you are moving to Florida or relocating to a…

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Common Estate Planning Mistakes to Avoid

September 19, 2023

Estate planning is a crucial process that allows individuals to…

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The Cornerstone of Estate Planning: The Last Will and Testament

September 12, 2023

Estate planning is a vital process that ensures the orderly…

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How Estate Planning Can Make Your Life Better

July 4, 2022

Creating an estate plan is an important step in your…

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Preparing Your New Graduate for College

June 15, 2022

You’ve raised your child, protected and guided them through life,…

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A New Baby Requires a New Estate Plan

May 18, 2022

Estate planning is a task that consistently gets pushed back…

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Does Your Estate Plan Protect Your Beneficiaries?

May 16, 2022

Your trust can create what is called discretionary lifetime trusts…

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Why is My Probate Case Taking Forever?

April 21, 2022

When someone we care about passes away and leaves behind…

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What is the Difference between a Living Will and a Will?

April 20, 2022

In such a busy world it is easy to delay…

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What is a Durable Power of Attorney?

April 19, 2022

What is a Florida Durable Power of Attorney? A Durable…

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What is the Difference Between Medicare and Medicaid?

April 4, 2022

When devising a plan for your future it is important…

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The Fiduciary Duty of an Executor During Probate

March 23, 2022

The executor of a will, also known as the personal…

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Cryptocurrency And Estate Planning

March 22, 2022

A lot of the news recently has revolved around different…

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What Are the Pros and Cons of Florida Probate?

March 21, 2022

In estate planning circles, the word “probate” often comes with…

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Why Your College Student Needs Estate Planning

March 16, 2022

It feels like our children grow up way too quickly,…

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What Documents Do I Need for a Health Care Crisis?

March 15, 2022

You never know when a health care crisis may happen…

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Why Should I Consider Creating a Trust?

March 14, 2022

A Revocable Living Trust is a Popular Planning Tool in…

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Estate Planning for the Aging Population

March 10, 2022

You are never “too young” or “too old” to think…

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Is Your Child Going Off to College Without Estate Planning?

March 1, 2022

Going away for college or sending your child off for…

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Everyone Needs a Will And This Is Why

February 17, 2022

Long ago, Benjamin Franklin said “nothing is certain except death…

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Are Handwritten Wills Valid in Florida?

February 10, 2022

If you have not thought about planning for the future…

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Advance Directives and Why a Designation of Healthcare Surrogate is so Important

February 3, 2022

Time and time again, it has been said that it…

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What is an “NFT” and What Happens to It Once I Pass Away?

January 26, 2022

By now, most people have heard the word “NFT” in…

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The Benefits of Hiring an Estate Planning Attorney vs a DIY Estate Kit

April 19, 2021

In the age of online access to court records and…

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Estate Planning: Will My Documents be Valid in Another State or Should I Update Them?

April 12, 2021

If you are moving to Florida or relocating to a…

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Do I Need a Will if I Have No Property?

February 8, 2021

Many people hear the word “estate” and imagine lavish homes…

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When Should You Start an Estate Plan in Florida?

January 21, 2021

If you haven’t begun considering what will happen to your…

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The Importance of Estate Planning in Florida

October 16, 2020

Even in death, our obligations to loved ones or businesses…

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A Simple Guide for Estate Administration in Florida

October 9, 2020

Knowing what the first steps to take with the remaining…

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Estate Planning with Minor Children

August 26, 2020

If you have minor children, several concerns arise in addition…

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Estate Planning at a Glance

July 29, 2020

Estate planning is a sensitive subject that is surprisingly avoided…

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Estate Planning During a Pandemic: The New Normal

July 14, 2020

The seriousness of the COVID-19 pandemic has forced Americans to…

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Do I Need to Update Beneficiary Designations?

June 12, 2020

You've successfully completed the important task of creating an estate…

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What You Need to Know About Florida Estate Planning

May 18, 2020

Though thinking worst-case scenarios and your own mortality aren’t particularly…

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What Documents Are In An Estate Plan?

March 19, 2020

Estate planning is the process of planning ahead for how…

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Planning Ahead for Disabled Loved Ones

March 11, 2020

As a parent of minor children (minors being children under…

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The SECURE Act: What to Know and How It Will Affect Your Estate Planning.

February 17, 2020

What is the SECURE Act? The Setting Every Community Up…

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What is a Medical Power of Attorney?

January 29, 2020

WHAT IS A MEDICAL POWER OF ATTORNEY?  The medical power…

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Estate Planning 101

January 22, 2020

WHAT IS ESTATE PLANNING? Estate planning is the process of…

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Estate Planning for All Seasons of Life

November 14, 2019

Each season of life brings it's own unique changes and…

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Do You Need a Lawyer to Create a Will?

November 8, 2019

You might know that you should have a last will…

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November is National Adoption Month!

November 6, 2019

Taking Care of Your New Family Member National Adoption Month…

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What You Need to Know About 529 Plans

November 6, 2019

Let's face it, college is expensive.  Reports for the 2019-2020…

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Estate Planning Basics

November 1, 2019

Estate planning is not a one-size-fits-all endeavor.  When executed properly,…

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3 Legal Documents Everyone Needs

October 17, 2019

Most people tend to think of wills or trusts when…

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3 Common Estate Planning Myths

October 15, 2019

For many, the idea of discussing estate planning is emotional…

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October Has Arrived!  So has Estate Planning Awareness Week.

October 3, 2019

For many the month of October brings to mind Halloween…

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Update Your Estate Plan After a Divorce

August 19, 2019

Divorces in the State of Florida and elsewhere can be…

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Kids Going Away To College? Why You Should Include Estate Planning in the Preparation

July 1, 2019

Will your children be preparing for their first year of…

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3 Asset Protection Tips You Can Use Now

June 15, 2019

A common misconception is that only wealthy families and people…

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Caution: Your Traditional Asset Protection Plan Is Set Up to Fail

June 12, 2019

You may be surprised to learn that not only has…

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Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences

June 10, 2019

Although leaving your hard-earned assets outright to your children, grandchildren,…

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Lifetime QTIP Trusts – The Gift That Keeps Giving

June 6, 2019

Estate planning for married couples can be tricky when one…

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Estate Planning for Rental Property Owners

June 3, 2019

In all parts of the country, services such as Airbnb…

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An Easy Three-Step Review for Your Estate Plan “Helpers”

May 17, 2019

While putting together an estate plan is important for you…

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Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

May 13, 2019

There is a common misconception that estate plans are only…

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4 Tips for Avoiding a Will or Trust Contest

May 9, 2019

A will or trust contest can derail your final wishes,…

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The Harmonious Family that Won’t Fight? The Outcome May Surprise You

May 7, 2019

Most families are happy families. They get together for the…

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How Estate Planning Can Help You Dream About Your Future

May 3, 2019

A dream without a plan is simply a wish. Estate…

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The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

April 24, 2019

Many people believe once they set up a Revocable Living…

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Is a Payable on Death Account Right for You and Your Family?

April 22, 2019

Payable on death accounts, or “POD accounts” for short, have…

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The More You Know: Reverse Mortgages Estate Planning

April 16, 2019

You have likely seen several advertisements for reverse mortgages if…

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New Baby? Time to Create Your Estate Plan

April 15, 2019

Estate planning is often one item that gets pushed back…

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5 Reasons to Update Your Estate Plan!

April 12, 2019

Estate plans are almost magical: They allow you to maintain…

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Stress Test Your Estate Plan

April 10, 2019

So you have done the hard work of establishing an…

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Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!

April 8, 2019

Whether or not you currently have estate planning documents, one…

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3 Tips For Every New Homeowner

April 5, 2019

Congratulations on the purchase of your new home.  Whether this is…

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How Your Trust Can Help a Loved One Who Struggles with Addiction

April 3, 2019

Substance addiction is by no means rare, impacting as many…

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Who Should Be Your Successor Trustee?

April 1, 2019

If you have a revocable living trust, you probably named…

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How to Manage Your Basis “Step Up”

March 29, 2019

If you or someone you know has received an inheritance,…

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Seeing an Estate Planner? 3 Key Questions to Ask

March 27, 2019

Hiring an estate planner is an important decision as you…

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The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

March 22, 2019

No one wants unnecessary court involvement in their life. But…

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Three Legal Things to Do After a Scary Health Diagnosis

March 18, 2019

A scary health diagnosis can be emotionally and logistically challenging…

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What to Do When Your Doctor Says to “Get Your Affairs in Order”

March 8, 2019

Five words no one ever wants to hear from their…

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Is now the time to revisit your old trust?

March 4, 2019

There are several reasons why you should update your existing…

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A Trust for Fluffy or Fido? Why Every Pet Parent Needs to Consider a Pet Trust

February 28, 2019

Let me first start by confirming that is indeed my…

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Four Common Myths about Estate Planning

February 11, 2019

Many people don’t understand what estate planning is and those…

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Are Any of These 11 Mistakes Lurking in Your Estate Plan?

February 8, 2019

Here are 11 mistakes that may be lurking in your…

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Do It Now: Name a Guardian for Your Minor Child(ren)

February 1, 2019

We know it’s hard. Thinking about someone else raising your…

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How to Choose the Right Agent for Your Incapacity Plan

January 30, 2019

Let’s keep rolling with the topic of incapacity but now…

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5 Essential Legal Documents You Need for Incapacity Planning

January 28, 2019

Let’s kick off a new week with a new topic:…

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Your Post-Honeymoon Legal Checklist

January 23, 2019

Your wedding is over, and the day was absolutely perfect.…

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Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds

January 21, 2019

If you are recently married or have been married and…

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Which life events that require an immediate estate plan update?

January 18, 2019

Estate planning is the process of developing a strategy for…

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Estate Planning For the Newly Married

January 16, 2019

Today we will be focusing on newly married individuals. If…

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The Perils of Joint Property

January 14, 2019

People often set up bank accounts or real estate so…

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Do you really need a trust?

January 9, 2019

Although many people equate “estate planning” with having a will,…

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Do You Really Need A Will?

January 7, 2019

You May Not Think You Need a Will, But You…

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Estate Planning: Why Me, Why Now, and Is a Will Enough?

January 4, 2019

You have worked hard for years, have family members and…

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Wills vs. Trusts: A Quick & Simple Reference Guide

January 2, 2019

Let’s keep up the momentum! Have you ever been confused…

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Wills, Trusts & Dying Intestate: How They Differ

December 31, 2018

Let’s kick of the New Year by getting down to…

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Your 5 Task Year-End Estate Planning To-Do List

December 27, 2018

2019 is a matter of DAYS away!  As we all prepare…

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Why young parents should write a will

December 12, 2018

Estate planning isn’t just something you should think about when…

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What Happens to Your Student Loans When You Die?

December 6, 2018

If you’ve been paying attention to the news, you know…

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Financial Protection For The Recently Divorced

November 11, 2018

If you have recently gone through or are currently navigating…

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How to Prepare Your Heirs to Receive, Preserve, and Grow Their Inheritance

November 5, 2018

Estate planning is a process, one with which you have…

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What Is Your Greatest Asset?

September 17, 2018

I try my best to set aside time weekly to…

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