When you are creating your legacy for yourself and your loved ones it is important for you to consider what you want to have happen at a time you are no longer here. You will want to think about what you want for yourself, for each family member, for your business, and for your possessions. When...

A gun trust is a type of trust that is designed to hold firearms and other related accessories on behalf of the trust's beneficiaries. It is a legal mechanism that allows firearms to be transferred to the trust while ensuring that they are not used in ways that violate federal or state laws. A Florida gun...

As the new year goes forward, are you considering a trust? Are you wondering what kind of trust you should include in your Florida estate plan? Did you know that trusts are one of the estate planning tools created for the management of assets, both during your life and after your death? However, be mindful, there...

Are you aware that there are different types of trusts? If you are planning to create an estate plan, you should be familiar with the basic types of trusts. In the following paragraphs we will discuss some of the basics about trusts and their differences. To start, who are the parties involved in a trust? The...

Estate planning continues to be under attack on a national level. Every year, as an experienced Florida estate planning law firm, we watch as both the state and federal government look to hard-working Americans and the generational wealth that they accumulate over their lifetimes as a way to pay for the national debt. We know just...

Irrevocable trusts are often recommended as part of estate planning for families in a variety of circumstances. Whether you have a high net worth and want to use a trust for tax purposes, or you want to ensure that your children’s finances will be handled in the event of your untimely passing, there may be many...

Is it uncommon for autistic children to receive large sums of money?  Not really.  Grandparents, parents, and other relatives may provide for them in their will or trust. They may also be the recipient of a payout from a lawsuit, such as a birth injury lawsuit. Are you aware, however, that if your autistic child receives...

Sometimes, disputes about trust agreements arise. Did you know that a trust agreement can include arbitration clauses? Arbitration allows resolution of disputes outside of a courtroom. It differs from mediation as the arbitrator decides the outcome of the dispute whereas a mediator facilitates the finding of a mutually acceptable solution if possible. While you can include...

The Tax Cuts and Jobs Act (TCJA) nearly doubled the federal estate tax exemption amount. This, however, is set to be reduced by roughly half in 2026, unless Congress takes steps to increase the longevity of the larger exemption amount. With the potential for the federal estate tax exemption amount to be subject to a significant...

Have you been planning to remarry? If so, it can be important to understand some key estate planning issues that may be directly impacted by remarriage. Election Against The Will - Overruling estate plans The first issue to be aware of is that Florida, unlike many other states, allows a spouse to elect against the will...