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Florida Trust Administration

Life circumstances often require that we rise to the occasion when duty calls.  One of these circumstances occurs when a loved one passes and it is time to assume the duty of successor trustee of a family trust.  If this is your call of duty, I congratulate you for being entrusted with this important responsibility.  […] Read more

A colleague in the financial services industry recently shared a “situation” with me involving an estate plan gone really bad. This story illustrates why choosing the right trustee can make or break an estate plan.  In a nutshell, a door to door salesman with shiny cufflinks had ascended on a geographic area of relatively high […] Read more