How Can an Irrevocable Trust Be Modified?
An irrevocable trust isn’t always set in stone. While designed to be permanent, legal tools exist to modify its terms under the right circumstances. Changing laws, family dynamics, or financial…
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Benefits and Pitfalls of Estate Tax Exemption Portability
Estate tax exemption portability allows a surviving spouse to use their deceased spouse’s unused federal estate tax exemption, potentially doubling the amount shielded from taxation. It sounds simple, but the…
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How to Change The Trustees of a Trust in Florida
Changing the trustee of a trust in Florida requires precision, legal know-how, and a clear understanding of the trust’s terms. Whether due to incompetence, misconduct, or simply a better fit…
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The Role of Trust Protectors in Modern Estate Plans for High-Net-Worth Families
Wealthy families use trusts to protect assets, minimize taxes, and control wealth distribution across generations. But rigid trust structures can create problems when laws change, family dynamics shift, or unforeseen…
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What Is the Generation-Skipping Tax and How Do I Avoid It?
The Generation-Skipping Transfer Tax (GSTT) ensures the IRS gets its share when wealth bypasses a generation. This tax kicks in when assets are transferred to grandchildren or younger beneficiaries, sidestepping…
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7 Insider Estate Planning Secrets of the Ultra Wealthy
Wealth isn’t just about earning—it’s about keeping and growing it across generations. From advanced gifting tactics to secretive trusts and tax-efficient investments, these high-level strategies are designed to protect assets,…
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Protecting Foreign Property in Your Estate Plan: A Strategic Approach
Owning foreign property adds layers of complexity to estate planning. Different countries have their own rules on inheritance, taxes, and probate, which can clash with your intentions and complicate things…
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How to Include Online Accounts and Digital Assets in Your Will
In today’s digital world, assets are more than just physical items—they include everything from social media profiles to cryptocurrency wallets. Incorporating these digital assets into your estate plan is essential…
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Florida Business Owners: Protect Your Business with a Revocable Trust Transfer
Owning a business is no small feat—it’s your blood, sweat, and tears turned into a thriving entity. But while you’ve been smart enough to plan your estate and set up…
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Do Single Men in Their 40s Need an Estate Plan?
Estate planning may feel like something only for the married or those with children, but single men in their 40s face unique challenges that make it just as critical. Without…
Read MoreAbout The Firm
Since 2011, SJF Law Group has been helping clients protect their families with estate planning, probate & trust administration. We pride ourselves on combining the personalized service and attention of a boutique firm, with the talent and legal acumen of a large firm.
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