Succession planning is a must for any business in Florida. Proper succession planning means that there will never be a vacancy within a company. A qualified candidate will always have been spotted to fill it. Succession planning means taking steps to hire the best...

Most parents in Florida want to leave their children with a sizable inheritance after they die. But before they sign off their entire estate to their children in their will, they should consider whether it will improve their children's lives or drive them into...

Every adult in Florida should have a last will and testament, but many do not. Nationally, only about one-third of American adults have written a will. This is a missed opportunity for people to exert some control over how their estate will be handled. Proper estate...

For those with a lot of assets, the estate planning process is much more complicated, but it is also much more important. After all, no one wants Uncle Sam or the state taking their hard earned assets, when they could have gone to our loved ones and beloved charities....

Combine the economic challenges of the past few months caused by the coronavirus pandemic with the 2020 presidential election, and it stands to reason that changes could be in store for the U.S. tax code. A clear connection exists between economic realities,...

Making decisions for one’s self is an important part of being an adult, whether those decisions relate to what to have for dinner or which hospital to choose for an important medical procedure. This independence is important to Florida residents and it is difficult to...

As part of an estate plan, trusts are often geared around delaying payment of money to heirs who are minors or setting that money aside for a specific use, as is the case with education trusts and special needs trusts. However, you can also use them to motivate your...

You want to make sure you leave as little work to your family as possible when you pass away, which is why you’ve worked on your estate plan since a young age. You take care to update it regularly, too. Now that you’ve moved to a new state, it’s time to take a look at...

Estate planning may seem like a one-and-done deal, but that’s not the case. Drafting an estate plan is only the beginning of the process; keeping your estate plan updated is what’s necessary. Without an updated estate plan in place, if you fall ill or pass away...

There is one key legal step that most Americans simply haven’t gotten around to doing yet, even though all of them will need to do it at some point: They still need to create an estate plan to make end-of-life decisions and leave their assets to their heirs.  It’s...