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Trust asset protection

Is a Trust a Good Means of Asset Protection?

Life is unpredictable—and so is financial risk. These risks make asset protection critical. A single car accident, an economic downturn, or a business closure can...

high net worth individuals

High Net Worth Individuals: Benefits Under the New Federal Tax Bill

The potential tax savings for high net worth individuals is a major feature of President Donald Trump’s “One Big Beautiful Bill Act.” Wealthy taxpayers should...

Retirement planning

Retirement Planning and the New Tax Bill: What You Should Know

President Donald Trump’s “One Big Beautiful Bill,” which became law on July 4, 2025, has significant implications for retirement planning. The new bill includes various...

federal tax law

The New Federal Tax Law: Taxes for Businesses

A major feature of President Donald Trump’s “One Big Beautiful Bill Act” is the tax savings for businesses. Business owners should be aware of these...

federal tax bill

How Will the New Federal Tax Bill Affect My Estate Planning?

President Donald Trump signed the new federal tax bill, also known as the “One Big Beautiful Bill Act,” into law on July 4, 2025. The...

formal administration

What is the Difference Between Summary and Formal Administration in Probate Court?

Probate court proceedings are necessary when a person passes away owning property that does not have a “payable upon death” provision, joint owner, or beneficiary...

Tenancy by the entirety

What is Tenancy by the Entirety?

Tenancy by the entirety is a form of joint property ownership under Florida common law, available exclusively to married couples. You can own both real...

Probate

What Assets Are Exempt from Probate?

Probate is the process by which a court finds a will to be legally valid, directs the payment of debts, and oversees the distribution of...

Homestead exemption

How Does the Florida Homestead Exemption Work if My Property is in a Trust?

Florida has one of the most expansive homestead exemptions in the country. The homestead exemption is designed to protect your primary home from creditors. However,...

personal representative

Who Serves as the Personal Representative During Probate in Florida?

The personal representative of a person’s estate has significant responsibilities once appointed. Although many people choose their personal representatives by including that choice as a...