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Estate Planning for Blended Families

The prospect of divorced or widowed parents merging their clans into one hectic household was once the stuff of TV sitcoms. But more and more, blended families are becoming commonplace in Florida as elsewhere. These nontraditional arrangements present special issues for estate planning. Couples might not be married and children might not be legally adopted. Read More

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How to Minimize Clashes Among Your Estate Beneficiaries

A will contest can delay probate of an estate and distribution of its assets for an extended period of time. Contests often arise when family members feel shortchanged of their rightful inheritance. To avoid such litigation, will drafters sometimes include a no-contest clause, providing that anyone who challenges the will forfeits any right to proceeds Read More

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Tools for Avoiding Probate of Estate Assets

Probate — the legal process of proving a will and administering a deceased person’s estate — can be time-consuming, costly and sometimes contentious. Fortunately, it is in many cases avoidable. Property can be left to your heirs and to other beneficiaries using private, legally effective methods that require no court involvement. These estate planning tools Read More

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Updating Your Estate Plan During the Pandemic

The COVID-19 pandemic and its staggering death toll have served to remind us of just how vital estate planning can be. The crisis has motivated many people to make or to revisit their preparations for possible death or disability. A comprehensive estate plan can ensure that your healthcare wishes are followed and that your assets Read More

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Why Living Trusts Can Be Just as Important as Wills to Your Estate Planning

Our goal as estate planners is to ensure that your designated beneficiaries receive your assets upon you’re your death with as little diminution as possible. While the size of estates may vary, the assets you own at death represent all that you have worked so hard to acquire, protect, and grow during your lifetime. Wills Read More

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Your Estate Planning Should Include a Designation of Health Care Surrogate

A health care surrogate is a person with legal authority to make important medical decisions on your behalf in the event you are too sick to do so, or you simply want some assistance with those decisions. With the COVID-19 pandemic devastating communities throughout Florida and the rest of the country, it’s more important than Read More

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What is Required from the Trustee of Your Trust

One popular estate planning tool in Florida is the revocable living trust, which allows individuals to transfer property into a trust during their lifetime and contains instructions for distribution upon their death. When you create a living trust, you name a successor trustee who manages your trust if you become unable to handle your financial Read More

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Estate Planning in the Time of COVID-19

The coronavirus pandemic has upended every area of life, including planning for one’s death or disability. Whether you have an estate plan or need to create one for the first time, this crisis is a valuable reminder about the importance of estate planning. Fortunately, the pandemic doesn’t have to stop you from making or revising Read More

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What are the Different Types of Power of Attorney in Florida?

There may eventually be situations, such as your own incapacity or some other circumstance, in which you would like a trusted person to have the ability to make decisions or take actions on your behalf. A Florida power of attorney allows you to create this arrangement by designating someone as your agent for general or Read More

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Florida Tax and Estate Planning and the CARES Act

While many portions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act focus on providing relief to businesses and employees, there are several provisions that apply to tax and estate planning as well. First, the CARES Act increases the ability to take charitable deductions on your income tax return. Starting in the 2020 tax Read More

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    An excellent attorney for trusts tax and real estate

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    Adam is honest and the best at what he does. His people are exact and on top of every detail. Highly recommend this firm, top notch.

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    Adam is a great attorney. This comes from the Johns'. And the Rosemugy's are excellent developer's. First rate people all round. Weird to leave your attorney a google review but the man has earned it for putting up with all this. Thank you for being ...

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    I strongly recommend him and hold him in high regards

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