Mistakes to Avoid When Leaving an Inheritance to Your Child
Passing down wealth to your children through inheritance is one of the most meaningful aspects of estate planning—but it’s also one of the most misunderstood. While it may seem straightforward…
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 trigger lawsuits, debt, and creditor…
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 be aware of these opportunities…
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 tax changes at the federal…
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 potential tax savings and ensure…
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 new bill contains various changes…
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 designation. The only way…
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 estate and personal property as…
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 assets following an individual’s death.…
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, placing your home in a…