Creating an estate plan is one of the most important steps a person can take to provide for their loved ones and ensure their wishes are carried out. But drafting a will, trust, or related documents is not a “one-and-done”…
Would you be more inclined to give to charity if you could turn your assets into steady income, avoid an immediate tax bill, and leave a legacy for a worthy cause? A charitable remainder trust (CRT) can do exactly that.…
The World Loses a Fitness Icon When Richard Simmons passed away in July 2024, the world lost an entertainer who made exercise fun for millions. His Sweatin’ to the Oldies workouts and larger-than-life personality brought joy to countless living rooms.…
The Passage of the OBBBA On July 4, flanked by cheering supporters and with military jets soaring overhead, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law. The signing ceremony, part of the Independence Day festivities…
A Power of Attorney (POA) is one of the most important documents in a Florida estate plan. It gives someone—the agent or attorney-in-fact—the legal authority to act on your behalf in financial and legal matters if you cannot do so…
Many people put off estate planning because it feels uncomfortable or unnecessary. Unfortunately, in Florida, if you die without a valid will or trust, state law—not your family—decides who inherits your property. This process is called intestate succession, and it…
Divorce after 50—often called “gray divorce”—is on the rise. According to research from the Pew Research Center, divorce rates among adults over 50 have nearly doubled in the past 30 years. For those over 65, the rate has tripled. While…
Florida’s homestead laws are among the strongest in the country, offering powerful protections for your primary residence. These laws can shield your home from most creditors and ensure it passes to your family under specific rules. However, they also create…
Takeaways Advance directives, including health care powers of attorney and living wills, are crucial for outlining your medical wishes and appointing a surrogate decision-maker. Creating these documents involves personal reflection on quality of life, end-of-life preferences, and whom you trust…
When Jimmy Buffett died in September 2023, he left behind more than a legendary catalog of beachy ballads. The "Margaritaville" singer also left behind a massive estate worth more than $275 million, including restaurants, resorts, real estate, and business interests.…