» Estate Planning

Mature couple sitting together at table calculating home finances

Options to Resolve Disputes Between Beneficiaries

No one wants to go to court over a loved one’s assets. Disputes between beneficiaries often cut to the heart of family discord and pit loved ones against one another. But that doesn’t mean you have to give up on receiving a fair inheritance or sh… Read More
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Categories: Estate Planning
Close up of living will template

What is a Living Will and Why Should You Get One

Most people think of a Will as something that only gets used after they’re dead. But a living will is different. Understanding what a living will is why you should get one can help you round out your estate plan. It will provide your family with im… Read More
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Categories: Estate Planning
Estate tax from wooden letters and gavel.

Proposed Estate Tax Changes from Harris Campaign

This election year, estate planning has become part of the presidential political debate. With Vice President Kamala Harris making estate tax reform a part of her platform, now is the time to update your estate plan to avoid the tax increases that ma… Read More
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Categories: Estate Planning
Lawyers shake hands with clients who come to testify in the case of embezzlement from business partners who jointly invest in the business. The concept of hiring a lawyer for legal proceedings.

Using Trusts to Protect Assets for Your Loved Ones

If you have a large estate, protecting your assets and providing for your loved ones may be your top priorities in creating an estate plan. Is an asset protection trust the best way for you to do that? Find out how third-party asset protection trusts… Read More
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Categories: Estate Planning
Angry couple arguing with bank manager complain on bad contract

Do I Have a Good Case For a Will Challenge?

The process of challenging a loved one’s Will in Florida probate can be lengthy, complicated, and emotionally draining. That’s why, before you start the paperwork, you should sit down with an experienced Florida probate attorney and ask, “Do I… Read More
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Senior woman meeting with agent

Top 10 Questions to Ask an Estate Planning Lawyer

Everyone can benefit from having an initial consultation with an estate planning lawyer. But to make the most of that meeting, you need to be an active participant. Here are questions you can ask that will guide you through learning about the benefit… Read More
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Categories: Estate Planning
Hand, will and testament in office by closeup for document insurance of funeral planning for family future. Safety, security and protection for married couple in home with preparation for health

What Happens if You Die Without a Will in Florida?

You may be surprised just how many people die without a Will in Florida every year. Or maybe you are wondering what happens to their assets and debts after their death. This blog will explain what happens if you die without a Will, how the Florida pr… Read More
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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
Close up of african woman hands holding red heart in solidarity

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