October 20, 2025
Does a Living Will Need to Be Notarized in Fl...
Florida law requires a living will to be signed in the presence of two witnesses, and at least one witness must be someone who is not your spouse and...
October 6, 2025
Pros and Cons of a Florida Land Trust
A neighbor sells a South Florida condo and, only afterward, realizes their name was easy to trace through public records. Another family inherits a...
September 22, 2025
How Much Can a Non-U.S. Citizen Inherit?
The most unsettling inheritance question is also the simplest: “Is there a maximum amount a non-U.S. citizen can inherit?” People ask it...
September 8, 2025
How to Protect Assets From Medical Bills in F...
A medical bill shouldn’t be the thing that unravels your life savings. Nationally, medical bills are a leading source of collections activity....
August 18, 2025
Setting Up Land Trust
You buy a Florida property for your family, your retirement plan, or your next investment. Then someone casually mentions, “You know your name will...
August 4, 2025
Does a Trust Need to File a BOI Report?
In most situations, a trust does not need to file a Beneficial Ownership Information (BOI) report because a trust, by itself, is usually not a...
July 23, 2024
The Three-Year Review and The Three-Year Plan
Reflecting on the past three years and planning for the next three is an insightful and strategic exercise for personal and financial growth....
July 12, 2024
Who Needs an Estate Plan?
If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older, needs an estate plan.” It doesn’t...
May 28, 2024
Qualified Domestic Trusts: Your Jumpstart to ...
Married couples love each other and want the best for each other. Establishing a comprehensive estate plan is one way to provide the best for each...