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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Warning Signs that Your Grantor Trust Could Be at RiskThe government looks to hard-working Americans and the wealth that they accumulate over their lifetime as a way to pay for the national debt.
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Using Your 529 Savings Plan as an Estate Planning ToolThe 529 savings plan is a tax-advantaged investment vehicle named for the section of the Internal Revenue Service Code that authorizes it.
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Using an Irrevocable Trust as Part of Your Florida Estate PlanWith a Florida Estate Plan, a key tool in helping you to minimize your potential tax burden is one of the benefits of irrevocable trust.
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Using a Trust to Provide for a Child with Substance Abuse IssuesEstate planning can involve making arrangements for certain family matters, such as protecting a loved one who struggles with substance abuse
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Understanding Where You Stand: Florida’s Elective Share StatuteLearn about Florida's Elective Share Statute, which protects surviving spouses' rights to a portion of the deceased spouse's estate, regardless of the will.
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Understanding the Annual Gift Tax ExclusionLearn about the Annual Gift Tax Exclusion, its limits, and how it helps reduce taxable gifts, ensuring efficient estate planning and tax savings.
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Understanding SLATs and Their Role in Your Estate PlanningA Spousal Lifetime Access Trust (SLATs) is a type of trust for married couples that allows for one spouse to remove assets from the combined marital estate.
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Understanding Probate: An Overview of the Florida Probate SystemA personal representative/executor is the key to Florida probate. He gathers assets, settles debt, distributes proceeds to beneficiaries.
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Understanding Long-Term Care During Long-Term Care Awareness MonthLong-term care deals with the issues surrounding the advanced aging process. From mobility and cognitive challenges to relocation and potential...
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Understanding Gun Trusts and How They Might Be Right for Your Estate PlanThe qualified, experienced gun trust attorneys in our office will answer, "What is a gun trust?" We will create one for you.
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Understanding Florida Simultaneous Death LawLearn about Florida's Simultaneous Death Law, which determines asset distribution when two people die at the same time, ensuring fair handling of estates.
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Understanding Elective ShareLearn about the Elective Share, which allows surviving spouses to claim a portion of the deceased spouse's estate, regardless of the will, under Florida law.