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Florida Estate Planning

Successful marriages are often described as partnerships.  Ideally, there’s a mutual respect and appreciation for one another’s contributions.  And, although marriage usually involves a bigger emotional commitment than a business partnership, in either relationship you’re likely to find jointly owned property. However, when it comes to joint ownership, a spouse gets the edge over a […] Read more

WEB BASED ESTATE PLANNING:  THE NEXT FRONTIER OR A DEAD-END STREET? With each passing year, more and more of everyday life moves online.  The emergence of COVID-19 and its impact on Florida estate planning, has only accelerated that trend. You can work from home, go on virtual tours of museums, or even take guitar lessons […] Read more

In 2019, the U.S. Congress significantly overhauled the laws affecting retirement planning when it passed the Setting Every Community Up for Retirement Enhancement Act (better known as the “SECURE Act”).  The SECURE Act’s primary objectives are to expand access to tax-advantaged retirement accounts like IRAs and 401ks and to allow more retirees’ savings to last […] Read more

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 […] Read more

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

I personally draw many analogies and life lessons from surfing and being in the ocean. I believe that nature tells us so much about life if we only care to listen. Does it make sense to plan ahead for the big storm swells of life while seas are relatively calm?  Unfortunately many people wait until the […] Read more

When it comes to trust and estate planning in Florida, there are some basic areas of planning that can help avoid unnecessary confusion and expense for loved ones.  Some of these concerns can be addressed in 3 easy Florida estate planning steps that you can take with little to no expense. These simple steps can address a […] Read more

Some family conflicts are inevitable and are especially common among siblings. This article will offer some helpful Florida estate planning guidelines to limit sibling rivalry and other family conflicts. Even if you’re not in Florida, these tips should apply in your state of residence. The problem of sibling rivalry (and other family conflicts) usually occur often during the trust […] Read more

You may think that I’m being harsh, but I’ve seen a lot of stuff in the estate planning world that can only be described as not smart. So, in a good faith attempt to prevent further “dumbness”, this article will offer insight into 7 Florida estate planning mistakes that can make you look dumb later if not corrected. […] Read more

When referring to your Florida estate planning, the term “estate” consists of the bundle of assets and liabilities that  you own at time of your death.  When referring to your “assets”, they consist of anything that you own that has some value.  Your  “liabilities” are basically debts or amounts that you owe to third parties. Despite the […] Read more