Your Child is 18: Why You Are Now a “Legal Stranger” to Your College Student It’s a milestone every Florida parent celebrates: sending your child off to college. You’ve handled their doctors and their safety for 18 years. But the moment they turn 18, a legal wall goes up. In the eyes of Florida law, you no longer […]
Legal Documents for 18-Year-Old College Students in Florida Read More »
Why Your Florida Trust Needs a “2026 Audit” Right Now For years, the estate planning world held its breath for the “2025 Sunset”—the moment federal tax exemptions were scheduled to drop. However, as of January 1, 2026, the landscape has shifted. With federal estate and gift tax exemptions now stabilized at approximately $15 million per individual,
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Many people assume that if they pass away without a Will, the State of Florida will simply “take everything.” Others believe their spouse or children will automatically inherit exactly what they want them to have. The truth is more complicated, and often surprising. If you die without a valid Will in Florida, your estate is
When someone passes away, it’s common for the family to suddenly realize they don’t actually know where all the money is kept. Maybe the Will mentions bank accounts or stocks… but there’s nothing in the house. No statements. No lists. No paperwork. If this is happening to you, take a breath — you can find
How to Find a Loved One’s Bank Accounts, Stocks, and Insurance After They Pass Away Read More »
Will vs. Revocable Trust: Which Is Right for You? When planning your estate, one of the most common questions people ask is: Should I have a will or a revocable living trust? Both are powerful tools for protecting your assets and ensuring your loved ones are cared for after your passing — but they serve
Will vs. Revocable Trust: Which Is Right for You? Read More »
As the weather cools down and the year begins to wind to a close, October is the ideal month to pause and review your estate plan. Between busy summer months and the rush of the holidays, fall offers a moment to make sure your documents still reflect your wishes and your family’s needs. Here are
Planning Ahead This October: Why Fall Is the Perfect Time to Revisit Your Estate Plan Read More »
Taylor’s Story: Taking Back Control Taylor took action so her music—and her legacy—would stay hers. Estate planning does the same for you. By creating a will, trust, or other planning documents, you keep the power to decide what happens with your home, savings, and personal treasures. You spare your loved ones from the stress, expense,
Estate Planning, Taylor’s Version Read More »
The passing of wrestling icon Hulk Hogan (Terry Bollea) on July 24, 2025, has sparked not just grief—but also controversy. Within hours of his death, rumors began circulating about dramatic estate moves allegedly made by his widow, Sky Daily. Tampa-based radio personality Bubba the Love Sponge claimed on-air that Sky took three major steps within
When someone passes away, the individuals chosen to carry out their wishes hold a position of great power—and responsibility. It’s common to name a trusted family member, but some people turn to outside professionals, like financial advisors or accountants, to act as “coach” co‑trustees, thinking it will provide neutrality or expertise. However, as the estate
Why “Coach” or Independent Co‑Trustees Can Be Risky Read More »
Welcoming a new baby is one of life’s most joyful experiences, but it also brings new responsibilities. As you begin adjusting to life with your little one, it’s important not to overlook a crucial question: Does your Estate Plan still reflect your wishes now that you’re a parent? For many families, the answer is yes,
Do I Need to Update My Estate Plan After Having a Baby? Read More »
