Blog
Seven Trust Planning Considerations to Promote Family Harmony and Minimize the Risk of Litigation
The popularity of ‘do-it-yourself’ estate planning has skyrocketed in the last 20 years. Because of the ease with which someone can create legacy planning documents using
What is a Testamentary Trust and Why Do I Need One?
A trust is the most popular way to transfer assets to future generations with a plan for management of those assets beyond multiple lifetimes. More
Can I Legally Disinherit My Spouse Or Child In The State Of Florida?
The answer is a common one: it depends on the facts and circumstances. It depends on what is your relationship is to the person you
What Is An Irrevocable Trust And Why Do I Need One?
An irrevocable trust is most commonly established by written trust agreement amongst family members and cannot be modified or terminated unless ordered by the Court
Do You Have Something To Prove? Verifying The Authenticity Of A Last Will In The State Of Florida
With the prevalence of do-it-yourself online estate planning tools, there has been an increase in the number of Florida residents that sign Last Will and
To Deed Or Not To Deed, That Is The Question: What’s Wrong With Individually Owned Property?
If I were to list the top legal self-help blunders that clients end up regretting, near the top of the list would be recording real
Breaking Up Isn’t Hard To Do: Partitioning Real Property Owned By Unmarried Cotenants
There are several costs and considerations for unmarried adults who inherit or invest in jointly titled real property as a business enterprise. When cotenants cannot agree
What Are The Potential Problems With Inheriting Heirs’ Property In Florida?
Heirs’ property ownership is a leading cause of wealth loss in many urban and rural Southeast U.S. communities including those estates subject to the Florida Laws
Ten Planning Strategies to Protect Family Wealth from U.S. Estate Taxes
With the Democrats taking control of the both the executive and legislative branch for the first time in a decade, President Biden’s tax policy ideas are anticipated. .
Estate Planning To Protect Copyrighted Works And Future Royalty Income
Whether you are a musician, writer or artist engaged in creative endeavors, copyrighting your original works and identifying them within your estate plan is the
Missouri Lawyer Gets Week In Jail For Cursing Out Judge
So you have a great case but opposing counsel is an a** and pushes you to the edge. The judge is indifferent, unmoved and unconcerned in
Trial Of Pat Bowlen’s Daughters Vs. Broncos Trust Has Been Vacated
When Pat Bowlen passed away in June of 2019, the Denver Broncos football franchise was owned by The Pat Bowlen Trust. So if Mr. Bowlen
Chicago Bears Ownership Having Internal Strife About Selling Team
The daughter of George “Papa Bear” Halas, Virginia McCaskey, has controlled the Chicago Bears football franchise since 1983 when her father died leaving her 80%
Beneficiary Rights During Florida Trust and Estate Administration
Mourning the death of a loved one is an emotionally challenging time for the surviving family members of the deceased. While the family is grieving,
Does It Make Financial Sense To Cohabitate With Friends To Save Money?
While the idea of living with others to save money and generate wealth sounds promising, it would be quite irresponsible for friends or couples to cohabitate. .
Former NFL Star Warren Sapp Wins Tax Court Conservation Easement Fight
The last few years I’ve noticed several financial advisors I work with strongly urging our mutual wealthy clients to make conservation easement investments. Warren Sapp‘s recent
Planned Giving For Charitable Impact: 6 Tips For Leaving A Lasting Legacy Of Philanthropy
Sometimes, it really is better to give than receive. This is especially true for those hoping to fulfill philanthropic ambitions by donating portions of their
Britney Spears Is Headed To Court To Address Her Conservatorship. Here’s What To Know
After her 2nd psychiatric hold back in 2008, a California court awarded petitioner, Jamie Spears, as emergency temporary conservator responsible to make health care and financial
5 Ways The Rich Can Avoid U.S. Estate Taxes
With renewed focus on how President Elect Biden will implement his tax policy after the U.S. presidency changes hands, many experts expect Biden to shift
Kobe Bryant Left One Of His Daughters Out Of His Trust. Can It Be Amended?
Vanessa Bryant has been dealing with a number of legal issues since the passing of her husband and daughter. This past April, she co-petitioned the CA
Five Tax And Estate Planning Tips For Florida Co-Op And Condo Owners
Most people would rather not talk or think about planning for their death. As unpleasant as the thought of estate planning may be, it is
Using Land Trusts As An Asset Protection Tool: Strategies To Maintain Privacy And Preserve Equity In Florida Real Property
Something as simple as an auto accident or malpractice claim can expose the assets you’ve accumulated over a lifetime to attachment by judgment creditors. For
Estate Planning For The Marriage Trap
After sitting with one of my doctor clients this past weekend, I was surprised to learn he felt “trapped” in his marriage and was terrified
Integrated Estate Planning To Protect Personal Wealth And Business Assets
With increasing concern for safeguarding equitable assets and accumulated wealth, the demand by Floridians for integrated estate plan (IEP) protection is as strong as its
How Milwaukee’s Burger Queen Built Her Fast Food Empire And Became Owner Of The Milwaukee Bucks
In addition to the players, coaches and team, we should recognize and applaud Dr. Valerie Daniels-Carter, minority owner of the #MilwaukeeBucks. Daniels-Carter, the president and CEO
DMX’s Family Members Battle For Control Of His Estate
Because he died intestate, i.e. without a Last Will, the race is on for administrator appointment of Earl “DMX” Simmon’s NY estate. The race is
Estate Planning Quarantine Checklist: Key Planning Considerations When Maintaining Social Distance
The COVID-19 virus pandemic has many of us questioning our mortality and evaluating or re-evaluating our family estate plans during this unprecedented time in history.
Why Is Water Cremation Technology So Misunderstood?
If you are an environmentalist, tech geek and probate/estate planning junkie like I am, when you leave this Earth, you might be interested in bypassing
