Recent Blog Posts
What Do I Do With Inherited Property?
2023 and 2024 were rough years for Florida homeowners. But prices are expected to rise slightly in 2025 and 2026. This trend is good news for people who inherit real property, especially if that property is in poor condition. Rebounding prices give new owners, many of whom don’t want to bother with inherited property,… Read More »
Estate Planning for Single Adults
Many people assume estate planning is exclusively for married people with children. Indeed, these individuals have the most to gain from making a comprehensive estate plan. But an increasing number of adults, about 25 percent, are over 50 and have no children. These individuals usually have significant estate planning needs. Their needs are just… Read More »
Trust vs. Will – Which is right for you?
One of the most fundamental questions I help clients answer is what should serve as the foundation of their estate plan: a Will or a Trust? It’s true that in Florida, you generally have two options regarding what operates as the cornerstone of your estate plan: (1) a Last Will & Testament vs. (2)… Read More »
Trust FAQs 2023
Frequently Asked Questions Revocable Living Trusts What is a Revocable Living Trust? This is an agreement with 3 parties: The Settlor(s) (the person/people who form the Trust); The Trustees (the people who manage the Trust); and The Trust Beneficiaries (the people who benefit from the Trust). For example, a husband and wife may name… Read More »
How to Choose a Trustee
Choosing a Trustee to oversee a beneficiary’s inheritance following your death is an important estate planning decision. This article discusses the main factors to consider in selecting Trustees and other important fiduciary roles. A Trustee is a fiduciary who oversees assets held in trust for the benefit of one or more beneficiaries. A “fiduciary”… Read More »