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As an estate planner, I’ve heard a lot of creative ways families choose to honor the people they love. But lately, the options for non-traditional
What Happens to Your Crypto When You Get On That Bus? When it comes to cryptocurrency, if you don’t plan, it disappears. If your loved ones
I Signed My Trust… Now What? (Or, Why Funding Your Trust Is Just as Important as Creating It) So, you did the hard part! You made it
When clients assure us they’ve finalized asset transfers, only to discover months later that certain assets remain in the decedent’s name, we have to re-open the probate case.
While it might seem like a good idea to transfer everything into your trust, vehicles are an exception, at least in Florida.
Winning the Lottery Without Losing Your Privacy: How We Helped Florida Winners Protect Their Assets and Peace of Mind Winning the lottery is a dream
I heard a Talking Head on the news pontificating the other day about how people should remember that the California fires are destroying only things
Our team will guide you through probate in Orange, Seminole, Osceola, Volusia and Lake Counties. Experienced specialists, fair hourly charges.
When it comes to your health and affairs, it’s crucial to have a plan in place and to identify people who can step into your
The Best-laid Plans – Funding Your TrustBy Merrell Bailey Please learn from our clients’ hard-earned wisdom. Periodically check the title on your accounts and assets