» Estate Planning & Probate Law

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Reasons You Need a Power of Attorney

Powers of attorney are important legal documents to include in every comprehensive estate plan. But unlike a last will and testament, and many types of trusts, these documents do not ensure your wishes are carried out upon your passing. Instead, powe… Read More
probate fraud attorney

How Can You Prove Probate Fraud?

Losing a loved one can be emotionally overwhelming — not only might you be experiencing unbearable grief, but you may also be required to go through the probate process in court. This process can become even more stressful if you believe fraud was… Read More
credit shelter trust

What is a Florida Credit Shelter Trust?

A credit shelter trust is an essential estate planning tool that can allow married couples to lower or eliminate their federal estate tax obligations when passing their assets to beneficiaries. Importantly, these types of trusts are not just for high… Read More
estate planning for pet owners

Estate Planning for Pet Owners

Pets are beloved members of the family, and it’s essential to remember them when creating an estate plan. You can’t bequeath an inheritance to your pet in the same way that you would leave property to your children. But you can still provide fina… Read More

Estate Planning for Millennials

COVID-19 changed many aspects of our lives, including the way we view estate planning. Driven by the uncertainty of the pandemic, many millennials began to prioritize drafting their wills and creating trusts, rather than wait until later in life. Sig… Read More

A Great Estate Planning Tool - Estate Planning 101 Charitable Trusts!

A charitable trust is an irrevocable trust that allows a grantor to accomplish their philanthropic objectives while providing benefits to both charitable organizations and non-charitable organization beneficiaries. There are different types of charit… Read More

Proposed Changes to the Estate Tax Exemption

What is the Estate Tax? The estate tax is a tax on the transfer of property after a person’s death. Generally, it is determined by applying the estate tax rate to a person’s taxable estate. The taxable estate is calculated by determining a person… Read More

5 Popular Trusts and What You Should Know About Them

Trusts provide many estate planning benefits ranging from avoiding probate proceedings to managing and controlling spending and investments to protect beneficiaries from poor judgment and waste. There are different types of trusts that focus on certa… Read More

Estate Planning Considerations for Business Owners - Estate Planning 101

Estate planning for business owners is important and oftentimes overlooked. Typically, business owners, eat, breathe, and sleep “business” and seldom consider protecting their legacy which may severely impact their loyal customers, and more impor… Read More

What is the Difference Between a Will and a Trust? Estate Planning 101

There are different approaches to estate planning (i.e., will-based planning versus trust-based planning) that may seem overwhelming to understand key distinctions and nuances involved. A frequently asked question in estate planning is, “what is th… Read More