August 27, 2022

Wrapping Up National Will Month – Who Should Draft Your Documents?

This month we posted several blogs where we discussed what a will is and why everyone should have one. In this blog, I want to focus […]
August 20, 2022

Is a Will Really the Best Planning Option for my Family?

Is a Will Really the Best Planning Option for my Family?It’s generally understood that a will describes where a person’s property is to go when the […]
August 13, 2022

It’s National Will Month!

August is Nation Will Month.  Most people don’t understand the need for estate planning.  You can work with a qualified estate planning attorney to make sure […]
August 3, 2022

Homestead Protection in Florida (Part 2 of 2) – Obtaining Homestead Protection In Florida

Click Here for Part 1 hide Homestead Protection From Property Taxes Homestead protection from property taxes is obtained by contacting the applicable county property appraiser and […]
August 1, 2022

Homestead Protection in Florida (Part 1 of 2) – Types of Homestead Protection

Many Floridians are aware of the legal concept of homestead protection in the State of Florida.  Residents of Florida enjoy some of the most generous homestead […]
May 28, 2018

Buy-Sell Agreements

Anyone who owns an interest in a partnership, multiple member LLC, or small corporation should understand the importance of having a proper buy-sell agreement in place […]
November 25, 2015

The Inheritance of Debt

Mortgages, credit cards, and student loans. Although baby boomers would love to leave a nice inheritance to their children and grandchildren, they are often faced with […]
November 5, 2015

Homestead Protection Against Creditors for Your Principal Residence

Florida has some of the best homestead protections in the nation. Article X, Section 4 of the Florida Constitution exempts homestead property from levy and execution […]
October 26, 2015

Probate: Formal Administration or Summary Administration

When a loved one passes, starting the probate process can seem like a daunting task. You may hear the terms “formal administration” or “summary administration” and […]
October 20, 2015

Assets: What Assets Do NOT Go Through Probate? (Part 3)

In this final segment of my three part overview of what assets do not go through probate, I will discuss Trust Assets. Trust Assets: Assets that […]
October 13, 2015

What is a Trust?

A trust is a crucial part of a well-crafted estate plan; it allows a third party, known as the trustee, to hold and have control over […]
October 7, 2015

The Basics of Asset Protection

Asset protection, in essence, is organizing your property in a manner that protects it from a potential lawsuit. Business entities such as corporations and limited partnerships, […]