Hand using calculators, planning home refinance. Wooden house model, buy or rent note, calculators on desk. Saving for property purchase, mortgage payment. Tax, credit analysis for financial benefit.

Benefits of Estate Tax Planning

Do you need to be worried about estate taxes? You may not believe you are “rich enough” to pay federal estate taxes now, but changes are coming at the end of 2025 that could trigger a significant tax liability for your heirs and your estate. To f… Read More
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Categories: Estate Planning
Filling in an advance health care directive

Types of Advanced Healthcare Directives in Florida

Many Florida residents have strong feelings about the medical care and treatment they want to receive. Those opinions become all the more important when you are unable to articulate them due to your mental or physical incapacity. If you want to ensur… Read More
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Categories: Estate Planning
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Building Charitable Donations Into Your Estate Plan

Leaving a legacy is important to a lot of people. For many, one way of doing that is by supporting religious, ideological, and philanthropic organizations that align with their values. Building charitable donations into your estate plan can be a grea… Read More
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Categories: Estate Planning
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6 Estate Planning Options for High-Net-Worth Families

Almost anyone can benefit from a well-thought-out estate plan. However, the more resources you have, the more important working with an experienced estate planning firm becomes. The tax implications and other considerations that affect larger estates… Read More
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Categories: Estate Planning
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7 Estate Planning Strategies to Prevent Future Litigation

No one wants their family’s last memories about them to be fighting over their assets in probate court. Unfortunately, far too many Florida families find themselves in contested estate administration proceedings after a loved one dies. But yours do… Read More
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Businessman hand sign after Lawyer providing legal consult dispute service at the office with justice scale and gavel hammer

Mediation vs. Litigation For Estate Disputes

When families come into conflict over a loved one’s estate, there are multiple approaches for resolving that dispute. Understanding the pros and cons of mediation vs. litigation for estate disputes can help you make an informed choice in your appro… Read More
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Categories: Litigation
The couple went to a lawyer to conclude an agreement on the divorce.

4 Tips to Prevent Sibling Rivalry in Trust Litigation

When a loved one dies it can create tension among relatives and strain family relations. Often, long-held family dynamics can become exaggerated and create conflict, sometimes even resulting in court filings. Here are some tips to prevent sibling riv… Read More
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Categories: Litigation, Trusts
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Power of Attorney for College Students

As the new school year begins, parents of college students may find themselves unable to help their now-adult children as much as they are used to. Whether you’ve just sent your freshman off to the dorms or are navigating a semester abroad, a durab… Read More
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Categories: Estate Planning
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The Florida Uniform Directed Trust Act: What You Should Know

The Florida Uniform Directed Trust can give you more certainty about how your affairs will be handled after your death – even decades later. By using a directed trust and appointing a professional trust director, you can make sure your family’s i… Read More
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Categories: Trusts
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Understanding Florida’s Simultaneous Death Law

When tragedy strikes a family, it can leave the survivors scrambling to care for children and handle the household’s affairs. No one wants to think about what happens when spouses, parents and children, or other relatives die together. But after a… Read More
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