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Living Wills and Advance Directives in Florida

Understandably, most people don’t view end-of-life medical treatment as a particularly pleasant topic to consider.  After all, choices about end-of-life care are some of life’s most sobering decisions. But there are some very important reasons to think about these subjects in advance. When you’re calm, in good health, and not under the stress of an […] Read More

Florida Homestead Titled in Florida Living Trust

One question that has often come into my practice, and has actually been the subject of some question within the Florida legal community, is whether a Florida Homestead should be titled into a Florida revocable living trust? Defining a Florida Resident In Florida, a homestead is generally understood as one’s personal place of residence. This […] Read More

Medicaid Planning [IRA and 401(k) Accounts]

Careful Medicaid planning can be the difference between access to quality healthcare and the unfortunate alternatives – insufficient care or none whatsoever. In Florida, Medicaid planning focuses first on getting qualified and a key concern often involves implementing key Florida Medicaid planning strategies for IRA and 401(k) accounts. It sounds dramatic.  But, with Medicaid’s strict […] Read More

Business Continuity Succession Planning

If you’ve owned a business in Florida for any length of time, you’ve most likely crossed paths with any number of advisers. If any of those advisers typically work with business owners, they may have suggested that it is a good idea do business continuity succession planning. If you’ve never been given such advice, perhaps it is the time […] Read More

Florida 529 Plans

Now, there’s no two ways about it – college is expensive.   Scholarships are great, but they are also highly competitive and might not be available or suited to the student’s career path.  Student loans are, of course, available, albeit much maligned.  And, if at all possible, you want your child or grandchild to come out […] Read More

Non-traditional Estate Planning in Florida

The definition of “family” has expanded to become more inclusive over the past 25 years to include many variations in lifestyle. For those who live a non-traditional lifestyle, the importance of non-traditional estate planning in Florida may be even greater than for traditional families. A non-traditional family may involve a couple living in an unmarried relationship. A blended family with children […] Read More

Testamentary Trusts in Florida

A common misconception in estate planning is that you have to choose between a trust and a will. Although it is true that you can use inter vivos trusts (a/k/a living trusts) as an alternative method of distributing assets, trusts and wills are by no means mutually exclusive.  In fact, the two are often used […] Read More

Estate Planning Updates in Florida

Just as regular medical checkups are important for physical health, regular checkups are important to diagnose the need for regular estate planning updates in Florida. There are 3 kinds of life changes that impact your estate plan in Florida.  These 3 major areas of change make it very important to schedule a regular checkup with your Florida estate planning attorney for […] Read More

Dynasty Trust in Florida

The term “dynasty trust” sounds like something that could only be useful for aristocrats or folks with more money than they could possibly spend in a lifetime.  Jeff Bezos might need a dynasty trust.  Or Bill Gates.  But most estate plans don’t need that sort of thing, right? Well … it’s not quite so simple. […] Read More

Power of Appointment in Florida

Today’s topic concerns a relatively unknown Florida estate planning tool called a “power of appointment. A power of appointment in Florida is a special power granted to an individual or class of persons as a part of your estate planning documents, usually in a Florida last will and testament or revocable living trust. A power […] Read More