Estate planning and administration involves many factors that need careful consideration. Our blog posts cover a wide range of topics to help you understand the nuances of creating an effective estate plan or administering a loved one’s estate. Explore our articles and contact our Palm City office to schedule a consultation with our experienced legal team.
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Points to Know About Estate Tax Law and the 2024 ElectionDelivering personalized estate planning and probate services to the Stuart, Florida community and its neighbors.
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Protecting Your Medical Assets with Trust PlanningSecure your financial future with medical asset protection. Learn how trusts and estate planning can safeguard your assets from medical expenses.
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School May Be Out But What Type of Estate Planning Do Young Families Need?Young families in Florida should consider guardianship, trusts, and life insurance. Learn key estate planning steps to protect your children and assets.
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Steps You Can Take Now if You Are Looking to Avoid Florida Probate in the New YearProbate, the legal process of validating the will and administering a deceased person’s estate, is often costly and often prolongs settlement.
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Sonny Bono Was Not Prepared. No one told him his life would end on a ski slope on January 5, 1998.Sudden death. No estate plan. No will. Financial disaster. A sad answer to the question, "Who inherited Sonny Bono's money?" Do you have an estate plan?
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Key Reasons Why You Should Not Put Off Florida Estate PlanningAn out-of-state plan might come up short under Florida law. Don't chance it. Is it time to consider a Florida Estate Plan? Call 772-218-0480
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Key Things to Know About Trust Administration and Your EstateAssisting individuals in Stuart, Florida, and the surrounding communities with estate planning and probate matters.
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What Are Some Key Tips You Need to Ensure Generational Wealth Transfers?How can I plan the transfer of my assets to the most important people in my life without incurring tax and probate expense? Is estate planning worthwhile?
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Lessons to Learn from the Continued Battle Over Aretha Franklin’s EstateOffering expertise in estate planning and probate law to clients in Stuart, Florida, and nearby regions.
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Overcoming the Reasons Why Americans are Failing to Create Estate PlansProviding estate planning and probate legal services to residents of Stuart, Florida, and surrounding areas.
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Myth Busting: 3 Beliefs About Trusts That Just Are Not TrueNumerous kinds of trusts lead to misconceptions causing poor estate settlements that could have been avoided by an experienced trust attorney
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Steps You May Want to Take Before Tax Laws That May Sunset in 2025The Tax Cuts and Jobs Act of 2017 contains tax law exemptions that have been beneficial to wealthy taxpayers. Call: 1-772-218-0480