Why A Power of Attorney Isn’t So Powerful When It Comes to Trusts.
When your life has reached the stage where you may need to help a loved one or aging parent handle their finances or make medical decisions for them, a great…
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What’s So Special About Special Needs Trusts?
A trust is a very flexible estate planning tool. The great thing about creating a trust is that it can adapt to the particular needs of your unique situation. If…
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2 Ways You Can Lose Tenancy by The Entirety Property Protection.
Not all states allow married couples to hold property under the designation of tenancy by the entirety (“TBE property”). But in those states, like Florida, that do, owning real or…
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3 Estate Planning Mistakes.
The whole point of having an estate plan is to plan ahead and prepare for your inevitable demise so that you can have peace of mind, knowing your family will…
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If You “Care a Lot” About Your Future, Do This to Avoid Becoming a Ward of the State.
Netflix’s movie, I Care A Lot, is causing quite a stir. The movie centers around an entrepreneur, Marla Greyson (Rosamond Pike) who runs a business as a court-appointed guardian handling…
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What is a Florida Land Trust?
If you own real estate in Florida, you may be interested in learning more about Florida’s Land Trusts. Although a comprehensive explanation of land trusts is beyond the scope of…
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The Number 1 Thing You Must Do After Creating a Trust to Avoid Probate.
One of our favorite estate planning tools is a revocable living trust (referred to in this post as a “trust”). Why? Because, unlike a Last Will and Testament (“Will”) (another…
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Demystifying Title Insurance: What it is and Why You Need it.
When making an estate plan, one of the issues that frequently comes up is the family home. Many times, an estate plan will encompass transferring the home to a revocable…
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3 Things to Understand About Florida’s Pet Trust Laws.
For many of us, our pets are like family. And, like our family, we worry about how they will be taken care of when we die. After all, a horse…
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Hey Kids, We’re Spending Your Inheritance: Why You Should Talk to Your Parents about Their Money.
Like it or not, if you have aging parents, at some point, you’re going to need to talk to them about money. Their money and how they are spending it.…
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