Blog

Categories

Lady Bird Deed

The Florida Lady Bird Deed

The Lady Bird Deed: Florida’s Underutilized Probate-Avoidance Tool If you own real estate in Florida and want to pass it to your heirs without going...

asset protection and estate planning

Asset Protection and Estate Planning: Why They Must Be a Unified Strategy

Many clients treat asset protection and estate planning as separate conversations—one triggered by a business venture or liability concern, the other by drafting a will...

homestead exemption

Florida’s Homestead Exemption and Estate Planning

Florida’s Homestead Exemption: What Every Estate Planning Client Needs to Know Florida’s homestead exemption laws are among the most powerful — and most misunderstood —...

Florida Uniform Fiduciary Income and Principal Act

The Florida Uniform Fiduciary Income and Principal Act

Florida has become one of a growing number of states to adopt a more flexible approach to dividing receipts and disbursements between income and principal...

Protected Series LLC

Florida’s Protected Series LLC: A New Tool for Asset Protection and Business Planning

Florida has long been known as one of the most business-friendly states in the country – and it just took another big step in that...

retirement account

Can a Retirement Account Protect Your Assets From Creditors in Florida?

If you are worried about a lawsuit, a business debt, or a creditor judgment, one of the first questions you may have is simple: what...

Can Your Creditors Reach Your Beneficial Interest in a Non-Self-Settled Trust

Can Your Creditors Reach Your Beneficial Interest in a Non-Self-Settled Trust?

Life doesn’t always unfold as planned — and when financial pressures arise, the structure of your estate plan can determine how vulnerable your assets really...

DOL Proposes New Rule on Employee / Independent Contractor Classification

DOL Proposes New Rule on Employee / Independent Contractor Classification

The U.S. Department of Labor (DOL) recently proposed a rule that would fundamentally change how employers must classify employees and independent contractors. For Florida companies...

summary administration

Florida Doubles Its Summary Administration Threshold to $150,000: What Families Need to Know

If a loved one has recently passed away in Florida — or if you are thinking ahead about your own estate — there is important...

beneficiary designations

Making Sure Your Beneficiary Designations Are Up to Date

Probate is the legal process of distributing your estate after death to your heirs. Involvement with probate court can be lengthy and costly, so people...