Estate Planning

Multi-generational family smiling together outdoors in Florida, representing generational wealth and Estate Planning protection.

Protecting Your Inheritance from Divorce and Creditors in Florida

Leave a Comment / Estate Planning /

The $883 Billion Florida Wealth Transfer: Is Your Family’s Inheritance “Predator-Proof”? Florida is ground zero for the largest wealth transfer in history. Over the next decade, nearly $883 billion will change hands in the Sunshine State. While most focus on “who gets what,” our focus is on “who can take it away.” Without specific asset protection, your hard-earned legacy could […]

Protecting Your Inheritance from Divorce and Creditors in Florida Read More »

18-year-old college student standing on campus with backpack on first day of college in Florida

Legal Documents for 18-Year-Old College Students in Florida 

Leave a Comment / Estate Planning /

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 »

Florida estate tax exemption 2026 trust audit showing estate planning documents and a 2026 calendar

Why Your Florida Trust Needs a 2026 Audit 

Leave a Comment / Estate Planning /

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,

Why Your Florida Trust Needs a 2026 Audit  Read More »

Person in suit signing legal documents

Will vs. Revocable Trust: Which Is Right for You?

Leave a Comment / Estate Planning, Trusts, Trusts and Estates, Wills /

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 »

Planning Ahead This October: Why Fall Is the Perfect Time to Revisit Your Estate Plan

Planning Ahead This October: Why Fall Is the Perfect Time to Revisit Your Estate Plan

Leave a Comment / Estate Planning /

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 »

Hulk Hogan’s $25 Million Estate

Locked Down or Legally Sound? What’s Really Going On With Hulk Hogan’s $25 Million Estate

Leave a Comment / Estate Planning, Probate /

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

Locked Down or Legally Sound? What’s Really Going On With Hulk Hogan’s $25 Million Estate Read More »

“Coach” or Independent Co‑Trustees Can Be Risky

Why “Coach” or Independent Co‑Trustees Can Be Risky

Leave a Comment / Estate Planning /

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 »

Do I Need to Update My Estate Plan After Having a Baby?

Do I Need to Update My Estate Plan After Having a Baby?

Leave a Comment / Estate Planning /

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 »

Common Estate Planning Mistakes and How to Avoid Them

Common Estate Planning Mistakes and How to Avoid Them

Leave a Comment / Estate Planning /

Estate planning is one of the most important steps you can take to protect your loved ones and your legacy. However, simple mistakes can create unnecessary stress, delays, and even legal battles for your family. Whether you’re creating your first plan or updating an existing one, knowing what to avoid can help ensure your wishes

Common Estate Planning Mistakes and How to Avoid Them Read More »