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Call: 239-334-1141
Email: info@floridaestateplanning.com
9100 College Pointe Court Fort Myers, FL 33919
Naples and Sanibel by Appointment
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Many who own residences both here in Florida and in some northern states often consider claiming Florida residency to save on taxes, among other benefits.
A new client, Theresa, who recently relocated from a northern state, brought me her trust as she wanted me to review it for applicability to
I’m always looking for shortcuts when driving, especially during busy season. Most long-time Sanibel residents know that the easiest way off the island during March
At the conclusion of our recently held client workshops we open the floor for questions. At all three of the venues a common question arose,
Occasionally I am asked a basic estate planning question that I will review today, and that is the basic differences between estate-planning with a will
We take for granted that the tool of a revocable living trust is available to us. We can create a legal document where we usually
The last few years have brought several favorable developments for same sex couples in the tax and estate planning arenas. The Supreme Court ruled in
I’ve written in the past about a variety of ways to modify problem trusts. I mentioned one technique, “trust decanting” as a viable option. Today,
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