A trust is a powerful tool for securing assets and wealth for generations to come within your Florida estate plan. Challenges lie, however, in protecting your vision and upholding the integrity of your trust and the assets held within it. Litigation often arises from the same common issues that befell other trusts Read More

                      Going through Florida’s probate process is often a major challenge for families and loved ones who are otherwise grieving the loss of someone dear to them. You’re forced into a courtroom to sift through the details of the deceased’s estate and ensure their legacy is preserved. Handling this alone without Read More

                      Are you a part of the Sandwich Generation? You might be without knowing it. July is National Sandwich Generation Month which is a month honoring an important group in our communities—people who are old enough to have children of their own but young enough to have living parents. If that’s you, you’re a member Read More

                        As we age, our care needs evolve, often becoming not only more in-depth but also significantly more expensive. Medicaid is an important government program that helps families address these expenses, but how can you maintain eligibility if you have significant assets or wealth? A Medicaid Read More

When it comes to crafting an effective Florida estate plan, adopting a comprehensive strategy that covers all the necessary bases is crucial. One of the main goals of any estate plan is to simplify the probate process for your heirs and loved ones, ensuring they can inherit your legacy with minimal delay or legal complication. Despite meticulous planning, covering every asset within your estate plan isn’t always Read More

When your loved one passes away, you expect that their overall estate plan will accurately reflect their intentions. However, there are instances where these documents may not accurately represent those wishes because of undue influence from another party that you weren’t previously aware of. In such cases, challenging the document's validity becomes necessary to ensure fairness and justice for the decadent. Read More

There is a reason why estate planning attorneys stress that you should review your plan regularly, especially after significant life changes such as divorce. Due to the need for your assets to get divided when a marriage ends, the properties couples own together create uniquely challenging issues when subjected to distribution laws. They have significant legal and financial implications. Though we could approach this Read More

Understanding the difference between probate and non-probate assets is crucial when planning for the future. Learning the distinctions now will pay dividends when you sit down with your attorney to craft an estate plan—which virtually every adult needs to do. Our focus is to simplify the estate process for your loved ones after your passing. With that in mind, the distinctions between these two types of assets are Read More

Divorce is a significant event in anyone’s life and creates substantial change. These changes impact your personal life and affect your financial and legal affairs. Although understandable, it is essential to highlight that many people overlook estate planning during this transition period. How divorce and estate planning interact with one another are complex, but understanding both is crucial for ensuring that your Read More

Trust litigation occurs when there are disputes regarding the administration of trusts. Typically, this centers around challenging how assets are managed and distributed. Trusts, typically set up to secure a family's financial future, can become sources of contention. Although they are invaluable estate planning tools, they can lead to legal battles. These disputes can stem from disagreements over the interpretation Read More