Estate Planning & Probate Law

How Medicaid Planning Can Help Preserve Your Family’s Legacy

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 – What’s all the Hype About?

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…

Common Pitfalls to Avoid with Estate Planning

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…

Estate Planning 101: What is the Difference Between a Will and a Trust?

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…

Estate Planning 101: 5 Popular Trusts and What You Should Know About Them

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…

Proposed Changes to the Estate Tax Exemption

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…

Estate Planning 101 Charitable Trusts – A Great Estate Planning Tool!

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…

What is a Florida Credit Shelter Trust?

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…

Reasons You Need a Power of Attorney

Powers of attorney are important legal documents to include in every comprehensive estate plan. But unlike a last will and testament, and many types of trusts, these documents…

How Can You Prove Probate Fraud?

Losing a loved one can be emotionally overwhelming. Not only might you be experiencing unbearable grief, but you may also be required to go through the probate process…