When naming spouses, children or other loved ones to serve as trustees in your testamentary (after death) trust or trust shares, consider a recent case
As an estate planner, it is fascinating to me to see how some have acquired their wealth. When I began my career, many “wealthy” families
In my wife’s family lore they tell the story from many years ago about Uncle Benny who didn’t trust his doctors. One day Benny experienced
As Freeform (formerly ABC Family) is wont to do, a Harry Potter marathon aired this week, and I got to thinking. The last installment of
Many retirees figure that once they move past the stage in their lives where they were raising children, they can scale back on many of
Like many professional offices, ours has gone electronic and mostly paperless – at least as much as an attorneys’ office can actually go paperless. So
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
You may be surprised to learn that more than 90% of American businesses are family businesses, according to Entrepreneur Magazine. The term “family business” is
Many don’t completely understand the different types of deeds that might be used when transferring real property. This includes the effect of a deed on
