FL Estate Planning Lawyer for Legacy & Wealth Protection

The term “estate planning” can sometimes seem cold and formal, even to an estate planning attorney. As a legal term, “estate” encapsulates everything you acquire throughout the course of your life: homes, property, stocks, wealth, and belongings. But is that really all you are? What about your values, the life lessons you have learned, the wise counsel you could pass …

Life Is Short. Be Flexible – 3 Reasons to Create a Revocable Living Trust

2020 and 2021 brought uncertainty and had us living in unchartered territories. It is no wonder that according to a study by caring.com, the number of 18-34 year olds with estate planning documents has increased by 50% since the pandemic began. We are all looking for stability in our current lives and protection for the future. This is why more …

Dispute Resolution

Dispute resolution is a term used to describe how problems are fixed or corrected. In order to best advise clients, we take the time to understand the nature of the problem the client is facing. We learn more by listening to the client than by giving recommendations. The conversation next turns to what the client wants the final state of …

US Supreme Court decides 8-1 to Uphold Revocation-On-Divorce Provision

These days, when the US Supreme Court decides a matter 8-1[1], it should be “breaking news!” That the case also involves estate planning matters means that you should know about it as soon as possible. So as not to keep you in suspense, here’s what is important. For life insurance policies that a married couple purchases and cross-designates the beneficiary, …

Upgrading Your Estate Plan Now That Your Kids Are Off to College

Sending your kids off to college is a bittersweet experience. Some parents are reluctant to let their children out into the real world, constantly worrying about their health and safety. Others are eager to remodel the child’s bedroom or take the couple’s vacations they never could when their kids were young. No matter how you feel about your child’s imminent …

Spring Cleaning for your Legal and Financial Affairs

Spring is in full swing and summer is right around the corner! This means that it is spring cleaning time and summer slim down! Shake out the rugs, clean out the cupboards, and donate those clothes that might not be fashionable anymore. This is also an excellent opportunity to get your legal and financial affairs in order. For many, it’s …

Will Your Company Survive the Death of Your Business Partner?

You started your own business to have full control over your finances and your future. However, if you attempt to pass on business assets in a personal estate plan, your authority could be gone in an instant, leaving your profits, employees, and reputation in the hands of the Florida probate courts. If you own part or all of a business, …

How Joe Biden’s Tax Proposals Could Affect Your Estate Plan

Every election year brings the potential for change, with new laws and proposals in the works before candidates even take office. This election is no different, and the proposed changes in the law are especially worrying for Florida residents with high net worth. Joe Biden’s tax plan proposes raising rates and lowering exemptions from the top down, with the highest …

The patch work needed on the intricate quilt that is Marriage Equality

Independence Day was a fun and food-filled reminder of how wonderful a country the United States is. The American experiment with a republican form (not party) of government that is based on equality before the law has resulted in a more advanced and egalitarian society than history has ever seen. No American or immigrant has come to this country to …