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Estate Planning
Fundamentals of Estate Planning
Age to Start Plan
Estate Planning: It’S Never Too Early To Begin
How To Choose A Local Estate Planning Attorney
Orderly Distribution to Loved Ones
Is a Spouse Automatically Granted Power of Attorney in Florida?
What Happens When Your Florida Power of Attorney Does Not Work?
Under What Circumstances Would I Need To Give Someone Power Of Attorney?
Business Succession Planning
Planning Business Succession In Palm City
Estate Planning Points to Consider
You Don’T Have To “Go It Alone” When It Comes To Nursing Home Planning
3 Questions About Estate Planning to Ask Yourself
Protect Important Documents
Avoid These Errors
4 Disastrous Mistakes to Avoid
Checklist – Important Tips
Your Child’s Future
What Factors Should I Consider While Naming A Long-Term Guardian For My Minor Children?
Minor Child Heir – Trusts
Choosing Your Attorney
Coordinate Estate Plan With Wealth Management Strategies
Don’t Wait!
Estate Planning Investment Opportunities
Using Your 529 Savings Plan As An Estate Planning Tool
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Out-Of-Date Plan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
A Year in Review: Does Your Florida Estate Plan Meet Your Needs
New Year’s Resolution – Time to Update My Estate Plan
Start The New Year
Does a New Year Mean a New Estate Plan?
New Year, New Estate Plan
The End of the Year Estate Planning Checklist
Holiday Discussions
Estate Planning Tips to Consider When Making Financial Holiday Gifts
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
The 20% Small Business Deduction – Does Your Business Qualify?
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
Asset Transfer Strategies
Inherited Assets
Generational Wealth Transfers
I’m Concerned That My Son-Daughter Would Waste Their Inheritance. Can This Money Be Protected?
Is There A Way To Protect An Inheritance So My Child Doesn’T Lose Half In A Future Divorce?
Wealth Transfer Strategies For Baby Boomers
3 Reasons It’S Critical To Talk About Wealth Transfer With Your Beneficiaries
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
What Is a ‘Declaration of Domicile’ and How Does It Work?
Estate Planning Tips on The Value of Becoming a Florida Resident
Florida Estate Tax
Estate Tax
Estate Planning Tips When You Near The Tax Limits
Tips For Preparing For An Estate Tax Change
Tax vs. Estate Plan
What Are My Options For Minimizing My Federal Estate Tax?
Evolving Estate Planning Tips for Managing Digital Assets
The End of the Year Estate Planning Checklist
Estate Tax Overview
A Brief Overview Of Portability
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
Estate Tax In Palm City 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
Key Ways You Can Support Family Caregivers Right Now
Video Library
Trusts
Stuart Business Succession Lawyer
Making Plans In the New Year? Consider a Trust in Your Estate Plan
Comparing Tenants by the Entirety with Joint Tenants with Right of Survivorship
Types of Trusts
Is a Lady Bird Deed in Your Future?
What Critical Assets Should Be Funded Into Your Trust?
Pros and Cons of Funding Assets into Your Trust Agreement
Can You Use Different Trust Types in Estate Planning?
What Kind of Trust?
How to Choose the Right Trust
Charitable Trust
Building Your Legacy Through a Charitable Remainder 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
Secure Your Legacy: Four Benefits of a Living Trust
QTIP Trust
Revocable vs. Irrevocable Trusts
Should I Use a Revocable Trust or an Irrevocable Trust?
Revocable vs. Irrevocable Trust: Which Is Right for You?
Using an Irrevocable Trust as Part of Your Florida Estate Plan
Disadvantages Of Irrevocable Trusts In Palm City
Palm City Decanting Irrevocable Trust
Video: Revocable vs. Irrevocable Trusts
Video: Pros and Cons of an Irrevocable Trust
Video: Is There A Way To Modify Or Terminate An Irrevocable Trust?
Palm City Irrevocable Life Insurance Trust Lawyer
Palm City Revocable Living Trust Lawyer
3 Reasons To Establish A Revocable Living Trust
Periodic Review of A Revocable Living Trust
Can A Revocable Living Trust Protect Settlor’s Assets?
SLAT – Spousal Lifetime Access Trust
Five Tips For Planning For A Loved One With A Disabling Condition
Special Needs Trust – Does Your Love One Need One?
Spendthrift Provision
Protect Your Heirs
Stand Alone Retirement Trust
Wills
3 Reasons to Sign a Living Will
Important Elements of a Will
Too Important to Overlook: Four Key Elements of a Strong Will
How to Avoid The Biggest Mistakes People Make When Creating Wills
Secure Your Legacy: Four Mistakes to Avoid While Creating Your Will
What Are Some Of The Most Common Causes Of Will Contests?
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
Why Your Will May Not Protect Your Minor Children Or Your Legacy
Probate
What Is Probate?
Probate Questions Answered
Digital Currencies As Probate Assets
Florida Probate Law
Florida Probate System
Florida Intestacy: What Happens When You Die Without A Will?
Laws of Intestacy
Probate Process
Avoiding Probate
Are There Any Assets That Are Not Required To Pass Through Probate?
3 Reasons Why Your Retirement Accounts Should Not Go To Probate
Techniques for Keeping Your Probate Estate Small
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
Palm City Trust Administration Lawyer
Estate Administration In Stuart
Court Filing Reports In Palm City 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
FAQ’s
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Main Menu
About Us
▼
Attorney Profile
What Clients Say
Estate Planning
▼
Fundamentals of Estate Planning
▼
Age to Start Plan
▼
Estate Planning: It’S Never Too Early To Begin
How To Choose A Local Estate Planning Attorney
Orderly Distribution to Loved Ones
▼
Is a Spouse Automatically Granted Power of Attorney in Florida?
▼
What Happens When Your Florida Power of Attorney Does Not Work?
Under What Circumstances Would I Need To Give Someone Power Of Attorney?
Business Succession Planning
▼
Planning Business Succession In Palm City
Estate Planning Points to Consider
▼
You Don’T Have To “Go It Alone” When It Comes To Nursing Home Planning
3 Questions About Estate Planning to Ask Yourself
Protect Important Documents
Avoid These Errors
▼
4 Disastrous Mistakes to Avoid
Checklist – Important Tips
Your Child’s Future
▼
What Factors Should I Consider While Naming A Long-Term Guardian For My Minor Children?
Minor Child Heir – Trusts
Choosing Your Attorney
Coordinate Estate Plan With Wealth Management Strategies
Don’t Wait!
Estate Planning Investment Opportunities
▼
Using Your 529 Savings Plan As An Estate Planning Tool
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
▼
A Year in Review: Does Your Florida Estate Plan Meet Your Needs
New Year’s Resolution – Time to Update My Estate Plan
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
The 20% Small Business Deduction – Does Your Business Qualify?
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
Asset Transfer Strategies
▼
Inherited Assets
Generational Wealth Transfers
▼
I’m Concerned That My Son-Daughter Would Waste Their Inheritance. Can This Money Be Protected?
Is There A Way To Protect An Inheritance So My Child Doesn’T Lose Half In A Future Divorce?
Wealth Transfer Strategies For Baby Boomers
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
▼
What Is a ‘Declaration of Domicile’ and How Does It Work?
Estate Planning Tips on The Value of Becoming a Florida Resident
Florida Estate Tax
▼
Estate Tax
▼
Estate Planning Tips When You Near The Tax Limits
▼
Tips For Preparing For An Estate Tax Change
Tax vs. Estate Plan
▼
What Are My Options For Minimizing My Federal Estate Tax?
Evolving Estate Planning Tips for Managing Digital Assets
The End of the Year Estate Planning Checklist
Estate Tax Overview
▼
A Brief Overview Of Portability
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
▼
Estate Tax In Palm City 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
Key Ways You Can Support Family Caregivers Right Now
Video Library
Trusts
▼
Stuart Business Succession Lawyer
Making Plans In the New Year? Consider a Trust in Your Estate Plan
Comparing Tenants by the Entirety with Joint Tenants with Right of Survivorship
Types of Trusts
▼
Is a Lady Bird Deed in Your Future?
What Critical Assets Should Be Funded Into Your Trust?
▼
Pros and Cons of Funding Assets into Your Trust Agreement
Can You Use Different Trust Types in Estate Planning?
What Kind of Trust?
▼
How to Choose the Right Trust
Charitable Trust
▼
Building Your Legacy Through a Charitable Remainder 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
Secure Your Legacy: Four Benefits of a Living Trust
QTIP Trust
Revocable vs. Irrevocable Trusts
▼
Should I Use a Revocable Trust or an Irrevocable Trust?
▼
Revocable vs. Irrevocable Trust: Which Is Right for You?
▼
Using an Irrevocable Trust as Part of Your Florida Estate Plan
Disadvantages Of Irrevocable Trusts In Palm City
Video: Revocable vs. Irrevocable Trusts
Video: Pros and Cons of an Irrevocable Trust
Video: Is There A Way To Modify Or Terminate An Irrevocable Trust?
Palm City Irrevocable Life Insurance Trust Lawyer
Palm City Revocable Living Trust Lawyer
▼
3 Reasons To Establish A Revocable Living Trust
▼
Periodic Review of A Revocable Living Trust
SLAT – Spousal Lifetime Access Trust
Five Tips For Planning For A Loved One With A Disabling Condition
▼
Special Needs Trust – Does Your Love One Need One?
Spendthrift Provision
▼
Protect Your Heirs
Stand Alone Retirement Trust
Wills
▼
3 Reasons to Sign a Living Will
Important Elements of a Will
▼
Too Important to Overlook: Four Key Elements of a Strong Will
How to Avoid The Biggest Mistakes People Make When Creating Wills
▼
Secure Your Legacy: Four Mistakes to Avoid While Creating Your Will
▼
What Are Some Of The Most Common Causes Of Will Contests?
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
▼
Why Your Will May Not Protect Your Minor Children Or Your Legacy
Probate
▼
What Is Probate?
▼
Probate Questions Answered
▼
Digital Currencies As Probate Assets
Florida Probate Law
▼
Florida Probate System
▼
Florida Intestacy: What Happens When You Die Without A Will?
Laws of Intestacy
Probate Process
Avoiding Probate
▼
Are There Any Assets That Are Not Required To Pass Through Probate?
3 Reasons Why Your Retirement Accounts Should Not Go To Probate
Techniques for Keeping Your Probate Estate Small
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
▼
Palm City Trust Administration Lawyer
Estate Administration In Stuart
Court Filing Reports In Palm City 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
FAQ’s
Contact Us