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Global pic to illustrate Florida Estate Planning for Non-Citizens

An estate plan can be designed to serve multiple goals, depending on the individual.  Your objectives might be to reduce taxes and transaction costs while providing for the long-term support of loved ones.  Someone else might be more concerned with ensuring assets remain in the right hands and simplifying the estate-administration process. Florida estate planning […] Read more

Young man helping senior to illustrate Florida powers of attorney vs guardianships

A comprehensive estate plan will often address one or more contingencies in which you need someone else to take actions or make decisions on your behalf.  It might be your lawyer delivering an important document, a trusted friend managing your finances when you’re incapacitated, or your spouse making healthcare decisions you can no longer make.  […] Read more

Medical Clipboard to Illustrate Florida Estate Planning and HIPAA Compliance

A solid Florida estate plan addresses more than just finances.  While organizing assets efficiently and providing for the smooth transfer of wealth is vital, you also need to make important decisions about non-financial matters.  One area of non-financial matters typically involves decision making that is “medical in nature” AND medical matters in this country are […] Read more

Florida Living Trust Asset Protection

You’ve probably heard that living trusts can avoid probate, yet how about providing asset protection from protection creditor attacks? Florida living trust asset protection is thus a hot topic and one that often involves a few misconceptions. Understanding Asset Protection in Florida Defining asset protection in Florida is a great first step to understanding how […] Read more

Blended family to illustrate Florida estate planning for second marriages

Marriage is a beautiful institution, and a wedding is a pivotal event.  You’re starting an optimistic new chapter in your life, and you want to be prepared for all the major personal changes a new marriage entails. A second (or third) marriage, while often every bit as significant, bring a host of even more “changes […] Read more

Comprehensive 360 Degree Estate Planning

This article is more about our firm than the usual post because it pertains to our unique approach to estate planning and involves the question of what is estate planning. We’ve come a long way as a “beautique” Florida estate planning law firm.  Our practice began with “yours truly”, as a young Florida estate lawyer […] Read more

Estate Law Differences by State

Just about every area of the country has little estate law differences by state that only experts in that area are familiar with.  Even on the big-picture level, though, there can be dramatic differences.  Being aware of these differences, and knowing what works in which jurisdictions, is vital to developing a successful estate plan. Estate […] Read more

Mindful Law and Legal Services

Leonard Scheff, an American Trial Attorney, used to rely on anger to fuel his court persona; that is, until he realized just how destructive anger is.  He thereafter co-authored the book “The Cow In The Parking Lot, A Zen Approach To Overcoming Anger”.   Mr. Scheff’s book inspired me to write this article as a small […] Read more

AB Trusts in Florida

Business and investment strategies are designed to take advantage of the existing legal framework.  So, for example, if the U.S. tax code includes a credit incentivizing business investment in a certain area, a strategy that makes maximum use of that credit might make sense.  Estate planning, of course, is no different.  If your goal is […] Read more

Florida Homestead Consequences if No Last Will

Today’s article is about what happens to a Florida homestead, a/k/a “family home” when someone forgets all about their spouse and then dies without ever having added a spouse to the title of the family home. This misstep can to a messy probate for the surviving spouse.  Even worse, if the deceased spouse neglected to […] Read more