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Florida Estate Planning

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

Have You Ever Noticed That People Tend To Plan A Florida Vacation With Much More “Gusto” Than They Do Their Florida Estate Planning? Many things in life are a question of motivation, and estate planning is no exception.  It isn’t too hard to believe that people generally spend a lot more time and energy planning […] Read more

Although I always try to explain legal concepts in plain language, I am aware that many of my posts include Florida estate planning terms that may not be easily understandable…   I am therefore dedicating this article to clearing up some basic legal jargon by shedding some light on the most common Florida estate planning terms, in […] Read more

Surveys show that about 70% of Americans have done no estate planning whatsoever…not even a simple will.  We all know that New Year’s Eve is a time to create some goals or resolutions, if you will, for the new year.  If you’re in that 70% category and are a Florida resident, I encourage you to […] Read more