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Florida Homestead Advantages

During hard times, home can be a refuge from the pressures of the world – a place to find shelter, security, and love.  And for Florida residents experiencing financial difficulties, home can also serve as a safe haven from creditors due to the many Florida homestead advantages to be discussed in this article. THERE’S NO […] Read more

Irrevocable Trusts in Florida

Trusts are a great tool for accomplishing a vast range of financial goals.  They can help reduce tax liability, avoid the expense and inconvenience of probate, establish or maintain eligibility for government benefits, or any number of other specialized objectives. Indeed, a robust familiarity with trusts is an integral component of any experienced estate planner’s […] Read more

FL LLC Advantages for Small Business

Florida is known for its warm climate and sunshine.  And, if you’re an entrepreneur thinking about starting a new business, Florida also offers one of the nation’s most business-friendly legal climates, including a varied range of business entities or “structures” as we’ll refer to them in this article. THE LLC STRUCTURE FOR FLORIDA SMALL BUSINESSES […] Read more

Estate Planning Questions Not Often Asked

The reason for hiring an attorney who is a seasoned estate planning expert is to have someone guide you to consider Florida estate planning questions that you would not normally think of asking. Sometimes, attorneys who focus in a practice area such as family law or litigation just purchase some software to create estate planning documents for […] Read more

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