Mar 28, 2012 | Estate Planning
You are one of three adult children. Your widowed mother is changing her trust. She will divide her property equally among you, your sister and your older brother. However, she feels your older brother will never be able to handle money responsibly so she has decided...
Dec 30, 2011 | Estate Planning
Your 18-year-old son just left for college and you are enjoying the empty nest knowing that you have fully prepared him for adulthood. You even helped him set up a bank account in his own name so he can pay his own bills (even if you are still putting money into the...
Dec 7, 2011 | Estate Planning
Consider for a moment that you are traveling through life carrying along all of your “stuff” (a very technical term for your assets), including things like your home, investments, real estate, bank accounts, your car, etc. If something were to happen in your life and...
Oct 1, 2011 | Estate Planning
The Living Trust is the foundation of many clients’ estate plans, and rightfully so. There are numerous probate-avoidance, tax and property management reasons justifying the establishment of a Living Trust (by the way, please don’t get confused by the terminology… the...
Sep 30, 2011 | Estate Planning
On June 24, 2010 the Florida Supreme Court called into question the use of limited liability companies for creditor protection here in Florida in the case of Olmstead v. F.T.C. Generally speaking, it became clear that a single member LLC would not provide asset...
Sep 28, 2011 | Estate Planning
Whether you are new to Florida, or have been here for years but have recently decided to become a Florida resident, now is the perfect time to review your estate planning documents. In addition to ensuring your documents accomplish your estate planning goals, you...
