Our library articles provide valuable insights into the estate planning and probate process, helping you understand the importance of planning ahead and what to expect after a loved one passes away. Explore our resources to learn more, then contact our office to schedule a meeting with one of our skilled attorneys.
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Creating a Loving Legacy for Your Children This Valentine’s DayAre you wondering what matters to your children in the long-term? Here are a few ways that you can protect your family by planning a legacy.
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Coordinate Estate Plans and Wealth Management StrategiesWhen coordinated with estate plans, wealth management strategies produce more effective results than standalone wealth management strategies.
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Competency: How to Know When Someone Is Capable of Signing a WillHow could you know whether someone was capable of signing their Will? What Makes a Valid Will? Find out here.
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Comparing Tenants by the Entirety with Joint Tenants with Right of SurvivorshipThere are compelling reasons of value to consider property ownership as Tenants By The Entirety vs Joint Tenants. Consult our Florida estate planning attorney.
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Choosing the Right Attorney to Guide You Through ProbateHow do you choose a probate attorney near you in Florida? The first question you may be asking is “What even is probate?”
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Charitable Remainder Trusts Are an Alternative to Harsh IRA ReformsIf properly planned, a Charitable Remainder Trust can financially support your loved ones, save money on taxes, and benefit a favorite charity.
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Characteristics of A Properly Executed WillWhen the opposite of a properly executed will-a deficient will-is presented; a testator's legacy becomes a question for the court to answer.
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Chances Are When You Have A Will You Are Headed To ProbateWith research telling us that less than half of all Americans have an estate plan in place, creating one is a tremendous accomplishment.
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Building Your Legacy Through a Charitable Remainder TrustA Charitable Trust offers immediate tax benefits, a capital gains tax shelter, and enables final asset distribution.
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Build Asset Protection into Your Estate PlanProtect your wealth with asset protection strategies built into your estate plan. Learn how to safeguard your assets for future generations.
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Bitcoins: Will They Be Lost if You Don’t Have a Plan?Ownership anonymity is a bitcoin feature but can be a nightmare unless ownership is properly documented in your estate plan. Include it in your estate plan.
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Best Places to Establish a DAPT (Domestic Asset Protection Trust)A DAPT - Domestic Asset Protection Trust is a powerful asset protection tool with major limitations. Your trust attorney can guide you.