Estate Planning & Probate Law

A team meeting of business people and a lawyer in formal suits is taking place at a desk

What to Expect During the Probate Process

After the loss of a loved one, families are often left with legal and financial responsibilities they never anticipated. One of the most essential steps is probate, the…

9 Common Pitfalls in an Estate Plan

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…

Strategies to Legally Avoid Ancillary Probate in Florida

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…

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…