As you enjoy the holiday season, do you especially enjoy the gift-giving tradition? While the holidays are filled with joy and generosity, it is an opportune moment to consider the impact strategic gift giving has on Florida estate planning and tax savings. Experienced, Board-Certified, Estate Planning Attorneys We know that working through the complexities of gift...

Have you ever thought about whether you should update your Florida estate plan?  Is there a specific time when you should?  As you experience the fluid nature of life, with its array of both significant and minor changes, are you wondering whether it may influence the suitability and efficacy of your existing estate plan?  The end...

Perhaps you've heard of transfer on death (TOD) deeds and are curious if this is the right estate planning tool for you. In the realm of estate planning, knowledge is power, and understanding the various options at your disposal is essential. A TOD deed can be a valuable addition to your estate plan, offering several benefits...

When we contemplate our estate plans, it's natural to think about common assets like our home, bank accounts, and personal belongings. After all, these assets often form the bedrock of our financial security. Many of us have well-thought-out plans in place to ensure these assets are protected and distributed according to our wishes after we're gone....

November holds a special significance as it's recognized as National Family Caregiver Awareness Month. This month shines a light on the unsung heroes who tirelessly care for their loved ones, be it the elderly, children with unique needs, veterans with disabilities, or anyone in between.  Often inexperienced, these caregivers are well served by estate planning elder...

People tend to like their privacy when it comes to medical care. So, it may be difficult to think of appointing someone to make medical decisions for you, but it’s an essential part of your estate plan. If you are asked to serve as someone’s health care surrogate, though, you need to know where your authority...

Estate planning is a crucial step in ensuring that your assets are distributed according to your wishes after your passing. It involves making important decisions about your finances, property, and the well-being of your loved ones. Even with a well-drafted Florida estate plan in place, however, there are no guarantees that your intentions will be followed....

Life is unpredictable, and none of us can foresee what the future holds. While we can't control every twist and turn, we can take steps to protect our loved ones and provide them with a sense of security, even when we're no longer around. This starts with a comprehensive Florida estate plan that you can create...

Selecting a health care surrogate Breast cancer diagnosis, a life-altering event, affects physical well-being but also necessitates consideration of your financial and legal affairs. Estate planning is a crucial aspect of preparing for the uncertainties during and after your battle with breast cancer. We expect you to have questions. Consider three essential estate planning steps to...

FLORIDA DECLARATION OF DOMICILE – OPENS THE DOOR TO IMPORTANT BENEFITS As experienced estate planning attorneys with offices in Palm City and Stuart, FL, we are often called upon to address declaration of domicile legal issues. In this article, we will discuss "What is a Domicile" and "When is an Affidavit of Domicile Required," shedding light...