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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

In estate and contract law, a “beneficiary” is simply someone who has the legal right to receive the benefits of an instrument or contract.  A beneficiary of a will, for example, has the right to receive distributions of estate assets through the will.  Or a trust’s beneficiary is someone who receives disbursements of trust assets […] Read more

Spousal Elective Share Florida

Today’s topic has caused many a successor trustee in Florida some serious concerns and loss of  sleep during the Florida trust administration process.  Most people aren’t aware of the concept of a “spousal elective share in Florida” and how these important spousal rights in Florida could derail your estate plan. The elective share concept applies […] Read more

Florida LLC for Estate Planning

Common Advantages to Using LLCs in Florida and Elsewhere With their exceptional flexibility, limited liability companies (LLCs) are a favorite structure of business owners in Florida and throughout the country.  A Florida LLC (like LLCs in most other states) can combine the efficiency and simplicity of sole proprietorships and partnerships with the robust legal protections […] Read more

Florida Living Trust Benefits

Most of our clients and friends who are Florida residents know that a Florida revocable living trust is a useful family document and can be important for avoiding probate in Florida. However, while a Florida revocable trust is an ideal option for avoiding probate, there are many additional benefits that may be extremely useful for your […] Read more

Although some individual trusts can be highly complicated, the fundamental concept is fairly straight-forward.  After creating and signing a “declaration of trust” or “trust agreement” setting forth the terms under which the trust will operate, the person establishing the trust (the “grantor,” or “settlor”) formally transfers assets into the trust.  Once transferred, the “trustee” appointed […] Read more