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Attorney Profile
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Estate Planning
Fundamentals of Estate Planning
Orderly Distribution to Loved Ones
Age to Start Plan
3 Questions About Estate Planning to Ask Yourself
Protect Important Documents
Estate Planning Points to Consider
Avoid These Errors
4 Disastrous Mistakes to Avoid
Checklist – Important Tips
Your Child’s Future
Minor Child Heir – Trusts
Choosing Your Attorney
Coordinate Estate Plan With Wealth Management Strategies
Don’t Wait!
Estate Planning Investment Opportunities
LLC – Is It An Important Opportunity?
Tax Reform and LLC’s
Checklist – Cancer Diagnosis
Mental Health
Special Needs Trusts – Stretch IRAs
Estate Planning Terms
The Fiduciary
Estate Plan Updating
Stop Procrastinating About Your Estate Plan
Checklist – Travel
Are Your Estate Plans Ready To Go?
Out-Of-Date Plan
Checklist – Remarriage
Checklist – Review
Checklist – End of Year
Start The New Year
Holiday Discussions
Checklist – Death of a Loved One
Social Media After You Die
The Importance of Updating Your Estate Plan after the Birth of a Child
The Importance of Updating Your Estate Plan After Opening a Business
Small Business Estate Planning
Consider Asking These 7 Questions Before Updating Your Estate Plan After Remarriage
Questions For Aging Parents
What Questions Should I Ask My Parents If I am Named in Their Estate Plan?
4 Thought Provoking Questions to Ask Your Aging Parents
6 Estate Planning Questions to Ask After the Loss of a Parent
9 Estate Planning Questions You May Be Asking After the Loss of a Parent
Business Succession Planning
Asset Transfer Strategies
Inherited Assets
Generational Wealth Transfers
Beneficiary Designations
Checklist – Newly Single Clients
Failed Estate Plans
Celebrity Fails
Sonny Bono – The Real Tragedy
Checklist – 5 Critical Points
When You Fail to Plan
Declaration of Domicile
Florida Estate Tax
Estate Tax
Tax vs. Estate Plan
Evolving Estate Planning Tips for Managing Digital Assets
The End of the Year Estate Planning Checklist
Estate Tax Overview
3 Key Reasons Why You Need to Update Your Estate Plan When You Move to a New State
Tips on How to Prepare Your Estate for Proposed Tax Law Changes
Estate Tax in Probate Cases
Comparison to DIY Services
DIY Estate Planning Can’t Do 4 Things
Is DIY Estate Planning Worth the Risk?
How To Title Florida Real Estate
Video Library
Trusts
Types of Trusts
What Kind of Trust?
Charitable Trust
DAPT
Dynasty Trust
Family Limited Partnership
Family Limited Partnership – Pros & Cons
Family Limited Partnership – Disadvantages
Florida Land Trust
Introduction to Florida Land Trusts
Benefits of a Florida Land Trust
Grantor Retained Annuity Trust (GRAT)
Gun Trusts
Do I Need A Lawyer?
Understanding gun trusts
3 Reasons
5 Benefits
Rule 41F
QTIP Trust
Revocable vs. Irrevocable Trusts
Video: Revocable vs. Irrevocable Trusts
Periodic Review of A Revocable Living Trust
Can A Revocable Living Trust Protect Settlor’s Assets?
SLAT – Spousal Lifetime Access Trust
Special Needs Trust – Does Your Love One Need One?
Spendthrift Provision
Protect Your Heirs
Stand Alone Retirement Trust
Wills
Important Elements of a Will
How to Avoid The Biggest Mistakes People Make When Creating Wills
Separate Wills For Spouses
Rights of a Surviving Spouse
Separate Wills
3 Little Known Facts About Wills
Why Your Will May Not Protect Your Business
Probate
What Is Probate?
Probate Questions Answered
Florida Probate Law
Florida Probate System
Laws of Intestacy
Probate Process
Avoiding Probate
3 Reasons Why Your Retirement Accounts Should Not Go To Probate
When Probate Goes “Wrong”
Action Plan – Notice of Probate
Probate Litigation
Advantages and Disadvantages of Probate
Personal Representative Resources
The Executor – 8 Duties
Personal Representative Obligations
Out-of-State Personal Representative
Estate Administration
Resources
Blog
News
Recreational Vehicles – Titling
Areas Served
Port St. Lucie
Hiring an Estate Planning Attorney
Stuart
Palm City
Hobe Sound
Jupiter Island
Jupiter
Video FAQ Library
Career Opportunity
Contact Us
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ESTATE PLANNING
Probate & Trust Administration
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Main Menu
About Us
▼
Attorney Profile
What Clients Say
Estate Planning
▼
Fundamentals of Estate Planning
▼
Orderly Distribution to Loved Ones
Age to Start Plan
3 Questions About Estate Planning to Ask Yourself
Protect Important Documents
Estate Planning Points to Consider
▼
Avoid These Errors
▼
4 Disastrous Mistakes to Avoid
Checklist – Important Tips
Your Child’s Future
▼
Minor Child Heir – Trusts
Choosing Your Attorney
Coordinate Estate Plan With Wealth Management Strategies
Don’t Wait!
Estate Planning Investment Opportunities
LLC – Is It An Important Opportunity?
▼
Tax Reform and LLC’s
Checklist – Cancer Diagnosis
Mental Health
▼
Special Needs Trusts – Stretch IRAs
Estate Planning Terms
The Fiduciary
Estate Plan Updating
▼
Stop Procrastinating About Your Estate Plan
Checklist – Travel
▼
Are Your Estate Plans Ready To Go?
Out-Of-Date Plan
Checklist – Remarriage
Checklist – Review
Checklist – End of Year
▼
Start The New Year
Checklist – Death of a Loved One
▼
Social Media After You Die
The Importance of Updating Your Estate Plan after the Birth of a Child
The Importance of Updating Your Estate Plan After Opening a Business
▼
Small Business Estate Planning
Consider Asking These 7 Questions Before Updating Your Estate Plan After Remarriage
Questions For Aging Parents
▼
What Questions Should I Ask My Parents If I am Named in Their Estate Plan?
4 Thought Provoking Questions to Ask Your Aging Parents
6 Estate Planning Questions to Ask After the Loss of a Parent
Business Succession Planning
Asset Transfer Strategies
▼
Inherited Assets
Generational Wealth Transfers
Beneficiary Designations
▼
Checklist – Newly Single Clients
Failed Estate Plans
▼
Celebrity Fails
▼
Sonny Bono – The Real Tragedy
Checklist – 5 Critical Points
When You Fail to Plan
Declaration of Domicile
Florida Estate Tax
▼
Estate Tax
▼
Tax vs. Estate Plan
Evolving Estate Planning Tips for Managing Digital Assets
The End of the Year Estate Planning Checklist
Estate Tax Overview
3 Key Reasons Why You Need to Update Your Estate Plan When You Move to a New State
Tips on How to Prepare Your Estate for Proposed Tax Law Changes
Estate Tax in Probate Cases
Comparison to DIY Services
▼
DIY Estate Planning Can’t Do 4 Things
Is DIY Estate Planning Worth the Risk?
How To Title Florida Real Estate
Video Library
Trusts
▼
Types of Trusts
▼
What Kind of Trust?
Charitable Trust
DAPT
Dynasty Trust
Family Limited Partnership
▼
Family Limited Partnership – Pros & Cons
Family Limited Partnership – Disadvantages
Florida Land Trust
▼
Introduction to Florida Land Trusts
Benefits of a Florida Land Trust
Grantor Retained Annuity Trust (GRAT)
Gun Trusts
▼
Do I Need A Lawyer?
Understanding gun trusts
3 Reasons
5 Benefits
Rule 41F
QTIP Trust
Revocable vs. Irrevocable Trusts
▼
Video: Revocable vs. Irrevocable Trusts
Periodic Review of A Revocable Living Trust
▼
Can A Revocable Living Trust Protect Settlor’s Assets?
SLAT – Spousal Lifetime Access Trust
Special Needs Trust – Does Your Love One Need One?
Spendthrift Provision
▼
Protect Your Heirs
Stand Alone Retirement Trust
Wills
▼
Important Elements of a Will
How to Avoid The Biggest Mistakes People Make When Creating Wills
▼
Separate Wills For Spouses
▼
Rights of a Surviving Spouse
Separate Wills
3 Little Known Facts About Wills
Why Your Will May Not Protect Your Business
Probate
▼
What Is Probate?
▼
Probate Questions Answered
Florida Probate Law
▼
Florida Probate System
Laws of Intestacy
Probate Process
Avoiding Probate
▼
3 Reasons Why Your Retirement Accounts Should Not Go To Probate
When Probate Goes “Wrong”
Action Plan – Notice of Probate
Probate Litigation
Advantages and Disadvantages of Probate
Personal Representative Resources
▼
The Executor – 8 Duties
Personal Representative Obligations
Out-of-State Personal Representative
Estate Administration
Resources
▼
Blog
News
Recreational Vehicles – Titling
Areas Served
▼
Port St. Lucie
▼
Hiring an Estate Planning Attorney
Stuart
Palm City
Hobe Sound
Jupiter Island
Jupiter
Video FAQ Library
Career Opportunity
Contact Us
