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Estate Planning
Fundamentals of Estate Planning
3 Questions About Estate Planning to Ask Yourself
Estate Planning Points to Consider
Should a Limited Liability Company Be a Part of Your Estate Planning?
Florida Estate Planning Tips When You Have Received a Cancer Diagnosis
Planning Tips for Using Special Needs Trusts and Stretch IRAs
Estate Planning Terms
Keeping an Estate Plan Updated
10 Questions to Consider in Updating Your Estate Plan at the End of the Year
The Importance of Updating Your Estate Plan after the Birth of a Child
The Importance of Updating Your Estate Plan After Opening a Business
Consider Asking These 7 Questions Before Updating Your Estate Plan After Remarriage
Consider These Challenging Questions to Ask Your Aging Florida Parents Before It is Too Late
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
Key Tips You Need to Ensure Generational Wealth Transfers
Beneficiary Designations
5 Estate Planning Steps Newly Single Clients Should Take Immediately
Secure Your Legacy: Five Often Overlooked Questions That MUST Be Answered By Your Estate Plan
Wills
How to Avoid The Biggest Mistakes People Make When Creating Wills
3 Little Known Facts About Wills
Trusts
Types of Trusts
Gun Trusts
Understanding gun trusts
QTIP Trust
Revocable vs. Irrevocable Trusts
What Is a ‘Declaration of Domicile’ and How Does It Work?
Important Questions Answered in Our Video Library
Estate Tax Considerations
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
When You Fail to Plan
Comparison to DIY Services
Probate Portal
What Is Probate?
Probate Questions Answered
Advantages and Disadvantages of Probate
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
Personal Representative Resources
Personal Representative Obligations
Out-of-State Personal Representative
Estate Administration
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ESTATE PLANNING
Probate & Trust Administration
Learn More
About Us
▼
Attorney Profile
What Clients Say
Estate Planning
▼
Fundamentals of Estate Planning
▼
3 Questions About Estate Planning to Ask Yourself
Estate Planning Points to Consider
▼
Should a Limited Liability Company Be a Part of Your Estate Planning?
Florida Estate Planning Tips When You Have Received a Cancer Diagnosis
Planning Tips for Using Special Needs Trusts and Stretch IRAs
Estate Planning Terms
Keeping an Estate Plan Updated
▼
10 Questions to Consider in Updating Your Estate Plan at the End of the Year
The Importance of Updating Your Estate Plan after the Birth of a Child
The Importance of Updating Your Estate Plan After Opening a Business
Consider Asking These 7 Questions Before Updating Your Estate Plan After Remarriage
Consider These Challenging Questions to Ask Your Aging Florida Parents Before It is Too Late
▼
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
▼
Key Tips You Need to Ensure Generational Wealth Transfers
Beneficiary Designations
▼
5 Estate Planning Steps Newly Single Clients Should Take Immediately
Secure Your Legacy: Five Often Overlooked Questions That MUST Be Answered By Your Estate Plan
Wills
▼
How to Avoid The Biggest Mistakes People Make When Creating Wills
3 Little Known Facts About Wills
Trusts
▼
Types of Trusts
Gun Trusts
▼
Understanding gun trusts
QTIP Trust
Revocable vs. Irrevocable Trusts
What Is a ‘Declaration of Domicile’ and How Does It Work?
Important Questions Answered in Our Video Library
Estate Tax Considerations
▼
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
When You Fail to Plan
Comparison to DIY Services
Probate Portal
▼
What Is Probate?
▼
Probate Questions Answered
Advantages and Disadvantages of Probate
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
Personal Representative Resources
▼
Personal Representative Obligations
Out-of-State Personal Representative
Estate Administration
Resources
▼
Blog
News
Areas Served
▼
Port St. Lucie
Stuart
Palm City
Hobe Sound
Jupiter Island
Jupiter
Video FAQ Library
Career Opportunities
Contact Us