Estate Planning & Probate Law

Introduction to Estate Planning Pitfalls Death is an inevitable part of life. As such, having a comprehensive estate plan in place is vital. Unfortunately, many people do not…

Ancillary Probate in Florida Dealing with the aftermath of losing a loved one is challenging. No one needs the added obstacle of managing ancillary probate in Florida. Ancillary…

Worrying about the future can feel like a cloud looming over your family’s legacy. This is especially true concerning a loved one’s care. In Florida, where the sun…

Qualified Opportunity Zones (“QOZs”) present a unique opportunity for investors with capital gains and qualified 1231 gains (hereinafter “Eligible Gains”) seeking to defer payment of tax on Eligible…

Proper estate planning can provide a person and their family with peace of mind and security, albeit it can be overwhelming due to the many decisions involved and…

There are different approaches to estate planning (i.e., will-based planning versus trust-based planning) that may seem overwhelming to understand key distinctions and nuances involved. A frequently asked question in estate…

Trusts provide many estate planning benefits ranging from avoiding probate proceedings to managing and controlling spending and investments to protect beneficiaries from poor judgment and waste. There are different types…

What is the Estate Tax? The estate tax is a tax on the transfer of property after a person’s death. Generally, it is determined by applying the estate…

A charitable trust is an irrevocable trust that allows a grantor to accomplish their philanthropic objectives while providing benefits to both charitable organizations and non-charitable organization beneficiaries. There…

A credit shelter trust is an essential estate planning tool that can allow married couples to lower or eliminate their federal estate tax obligations when passing their assets…