Creating a trust gives someone protection from creditor activity and greater control over their legacy. Trusts can help people qualify for long-term care benefits later in life and prevent their family members from fighting over their inheritances after they die....
Customized Estate Planning with Care and Compassion
Estate Planning
3 kinds of taxes that could diminish the impact of an estate
Every person has their own unique goals in mind when they start developing an estate plan. For some people, the most important consideration is ensuring adequate protection for their children or other loved ones. For others, establishing a charitable legacy might be a...
What does a Florida Lady Bird deed mean for an estate plan?
Estate planning is a complex process in part because every family has different needs. There are numerous different documents that can help people in a variety of different circumstances protect themselves, establish a meaningful legacy and provide support for their...
What are the witness requirements for a Florida will?
A will is perhaps the most popular testamentary document. Floridians can draft a will to name a guardian for their children or to outline who should inherit their property after their passing. Given the legal and financial impact a will could have, there are some...
4 common misconceptions about estate planning
Many people get spooked by the concept of estate planning mainly because they don’t want to think about their end-of-life planning. But this isn’t the only reason people overlook estate planning. Other people are convinced that only the super-rich should plan their...
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