What’s the difference between a Will and a Trust in Florida? Learn what each Estate Planning tool does, how they work differently, and why some plans include both.
Will vs. Trust in Florida: Which One Does What? Read More »
A Power of Attorney can be one of the most important documents in an Estate Plan. It allows someone you trust to step in and handle certain financial and legal matters on your behalf during your lifetime. Depending on the circumstances, that person may be paying bills, communicating with financial institutions, managing property, or handling
What Happens to a Power of Attorney When Someone Dies in Florida? Read More »
August is National Make-a-Will Month, making it a good time to talk about one of the most familiar, and often misunderstood, parts of Estate Planning: the Will. Most people know they probably should have a Will. But many aren’t exactly sure what a Will does, what it doesn’t do, when it needs to be updated,
Wills in Florida: What You Need to Know During National Make-a-Will Month Read More »
Florida probate law changes are coming on July 1, 2026. One of the biggest updates involves the threshold for summary administration. For many families, this may sound like good news. More estates may qualify for summary administration after the threshold increases. However, the probate process is still based on more than just the dollar value
Florida Probate Law Changes Coming July 1, 2026 Read More »
One of the most common things we hear from families is: “My loved one had a Will, so we don’t have to go through Probate, right?” Unfortunately, that is one of the biggest misconceptions about Probate. In reality, having a Will does not necessarily avoid Probate. In many cases, a Will actually serves
The Biggest Misconception About Probate in Florida Read More »
As parents, we spend so much time thinking about our children’s future, their education, health, happiness, and safety. But one important question is often overlooked: What would happen to your children if something unexpected happened to you? For many families, the answer is unclear. That uncertainty is exactly why a Kids Protection Trust can be
Why Every Parent Should Consider a Kids Protection Trust Read More »
Many families do not start thinking about Medicaid Planning until a health crisis happens. A parent falls. A hospital stay turns into rehabilitation. Rehabilitation turns into long-term care. Suddenly, families are trying to make emotional decisions while also facing overwhelming financial concerns. One of the most common things we hear is: “We wish we had
Medicaid Planning in Florida: Why Timing Matters Read More »
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 »
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 »
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
