Success Stories
Estate Planning Chronicles: A Mother’s Race With Cancer
The most guaranteed event in life is undoubtedly death. Although it’s a morbid reality to face, it’s never too soon to plan for. Earlier this
How to Make the IRS Unhappy and Avoid Probate
A client recently contacted us about the future inheritance of a house owned by her significant other, who had a very limited life expectancy. They
Homestead and Exempt Property in Probate Estates
In Florida, a Decedent’s homestead real property passes to the Decedent’s protected heirs (essentially, spouse and/or blood relatives). In addition, the Decedent’s spouse, or if
Importance of Payable on Death (“POD”) or Transfer on Death (“TOD”) Designations
I enjoy assisting estate planning clients, not only as it pertains to the drafting of the actual documents, but also with regard to reviewing the
Charitable Trust Accomplishes Multiple Goals
John and Betty Brown have 3 grandchildren, ages 17, 18 and 20. They wanted to provide funds to cover a portion of each grandchild’s college
The Benefits of Enhanced Life Estate Deeds (Probate Avoidance)
I recently met with a client who had a valid will in place. She was convinced that despite not utilizing the benefits of a revocable
