South Florida Estate Planning News

Every holiday season, there’s at least one gift that quietly ends up in the closet… or the re-gift pile. Maybe it’s the sweater that itches,...

Holiday Fun Facts (That Double as Estate Planning Conversation Starters) Picture this: the house is decorated, the food is in the oven, and the family...

Business Owner Retirement: Employee-Based Succession Planning: MBOs and ESOPs Explained After years of pouring your energy, passion, and grit into building a successful business, the...

Business owners often devote years of time, energy, and money into building their companies, sometimes assuming the business itself is the retirement plan. While your...

Life doesn’t warn us before it interrupts our plans. If you’re a business owner, even a few weeks away — whether due to illness, travel, or unexpected emergencies — can cause real disruption

Navigating Grief and Responsibility: A Checklist for New Personal Representatives Losing a loved one is tough, and if you’ve been named as the Personal Representative of their estate, the responsibilities can feel overwhelming. It's crucial to take care of yourself while managing these tasks. We've put together a checklist to help you navigate this challenging time and make your visit to an attorney's office smoother. Remember, some of these tasks have deadlines, so it’s important to act sooner rather than later.

If you want your Florida home to pass smoothly to your family without court involvement, learn how a Lady Bird (Enhanced Life Estate) Deed works