Estate Planning

Estate Planning is the process of reviewing and analyzing a person's and/or family's property, family situation, estate tax exposure, and wishes and devising a plan of action to protect the person and/or family with a comprehensive set of documents and suggestions. This review and planning is necess

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Probate

Probate administration is a court supervised process by which assets are transferred and retitled to someone else after someone dies, and creditor claims are evaluated and paid.  Property that is titled solely in the decedent's name, as well as some property titled in joint names, will need to go

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Trusts

What is a Trust? A Trust is a document whereby you (Settlor/Grantor/Trustor) transfer certain property (the trust corpus) to another person or yourself (Trustee) to hold and manage for you. There are many different kinds of trusts that can be created for different purposes, but they boil down to two

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Wills

A Will is one of the most important documents you should have.  Without it, the State of Florida, through the local court, will decide who will administer your assets, who will receive your property, and who will take care of your minor children when you die.  A Will or a Revocable Living Trust

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