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        Category Archives: Estate Planning

        Recent Posts
        • Revealing Vulnerabilities Necessary to Create Appropriate Estate Plan
        • Out of State Documents
        • Thank You For 100 FIVE STAR Google Reviews!
        • Retaining Your Trusted Financial Advisor
        • Are Our Children Equal?
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          Revealing Vulnerabilities Necessary to Create Appropriate Estate Plan

            I often begin my initial consultations with a simple question. “What do we hope [...]

          Out of State Documents

          People commonly ask me whether their out-of-state wills and trusts are valid in Florida. It’s [...]

          Retaining Your Trusted Financial Advisor

          What many clients don’t realize is that they may lose their trusted financial advisor when [...]

          Are Our Children Equal?

          Any parent of more than one child knows how different our kids are – even [...]

          The Opportunity COVID Provides Your Family

          I’m happy to announce that my oldest daughter Gabi became engaged recently to her longtime [...]

          What to Do with the Black Sheep Beneficiary

          Most families have black sheep. You know what I’m talking about. There might be three siblings, but [...]

          How The Crusades Created Estate Planning

          We take for granted that the tool of a revocable living trust is available to us. We [...]

          Salesman vs. Estate Planners

          There’s a big difference between a counselor and a salesman. This became evident to me [...]

          The Irony of Keeping It Simple

          When a new client first visits with me to update their estate plan, it isn’t unusual for them [...]

          CLAIM YOUR FREE GUIDE TODAY...

          Becoming a Florida resident is easy, the hard part is escaping your former state’s taxing authorities. Discover the advantages to Florida residency and strategies to create your best estate plan. This book addresses whether your will, revocable living trust, durable power of attorney, health care surrogate and living will documents from up north remain valid, the important issues you should consider when updating your documents to Florida law, and whether you can achieve tax savings by becoming a Florida resident.

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          • Home
          • Practice Areas
            • Wills, Trusts & Estate Planning
            • Probate & Trust Administration
            • Real Estate & Guardianship
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          • Learning Hub
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          • Client Portal