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Retirement accounts like IRAs and 401(k)s are often among the largest assets in an estate. But when it comes to estate planning, they operate under a very different set of rules compared to other types of property. Many Florida residents want to know whether it makes sense to name a trust as the beneficiary of…
Attorneys, CPAs, and financial advisors spend their careers protecting the interests of others. Yet many professionals overlook the importance of protecting their own practices. A comprehensive estate plan should do more than manage personal assets—it should also ensure that clients are protected, staff are supported, and the professional’s legacy continues even in the event of…
In the world of Florida estate planning, few tools generate as much buzz as the Enhanced Life Estate Deed, affectionately known as the “Lady Bird Deed.” Clients often ask me if this deed is a “magic bullet” that solves every estate problem. The answer, as with most legal matters, is: It depends. While it is…
When someone dies with an ex-spouse still named as the beneficiary on their life insurance policy, families are often shocked by what actually happens. Many assume divorce wipes out the ex-spouse’s rights automatically—but that isn’t always true. In fact, in some situations the ex-spouse still receives the full payout. Here’s a clear explanation of how…
The “Brady Bunch” family dynamic, a widow and a widower merging families and living happily ever after, is a beautiful goal. But in the legal world of Florida estate planning, blended families face complex challenges that traditional families often do not. If you have remarried and have children from a previous relationship, relying on a…
When it comes to protecting your family and your future, choosing the right estate planning attorney is one of the most important decisions you’ll make. A well-designed estate plan can provide peace of mind, reduce taxes and expenses, and prevent disputes down the road — but only if it’s done correctly. Here’s what to look…
For years, forming an LLC was the default advice for owning investment property. That advice is no longer as simple as it once was. In Florida, reassessment of property values, higher insurance costs, and increased administrative burdens have made LLC ownership less attractive for many small and mid-size real estate investors. The good news is…
If you are reading this from your lanai in Sarasota or Bradenton, enjoying the mild winter breeze while your friends back north are shoveling snow, congratulations. You are living the Florida dream. But for many “Snowbirds,” this dream property can turn into a complex legal burden for their heirs. There is a common misconception among…
When most people think about estate planning, they focus on real estate, bank accounts, or retirement savings. But for many Floridians, residual income—money that continues to flow in after the initial work is done—can be just as important to plan for. Residual income might come from royalties, rental properties, business interests, or even online ventures,…
If your New Year’s resolution involves starting a new venture in Sarasota or Manatee County, congratulations. Our region continues to grow, offering fantastic opportunities for entrepreneurs. But before you print business cards or sign a lease, you face one of the most critical decisions in the life of your company: choosing your legal structure. The…
Each new year brings questions about whether estate planning laws have changed and whether existing documents are still effective. For 2026, the answer is reassuring: there were no sweeping Florida changes, but there are updated federal tax numbers and a few recurring planning issues that continue to affect many Florida residents—especially those with older, do-it-yourself,…
Happy New Year! As we settle into January 2026, many of us are focused on resolutions for health and organization. But while you are clearing out the garage or setting new fitness goals, don’t overlook the “health” of your legal documents. For Florida residents, the start of the year is the critical window to ensure…
Life changes quickly, and few events change it more than the birth or adoption of a child. If you already have a will in place, you might assume it still reflects your wishes—but under Florida law, the arrival of an afterborn child can significantly alter how that will works. Florida’s “Pretermitted Child” Rule In Florida,…
It’s common for Florida parents to place their home into a revocable trust to “avoid probate.” Unfortunately, when that home is their Florida homestead and they have minor children, doing so can actually create more problems than it solves. Florida’s Constitution gives strong protections to the family home, and those protections can override even the…
Rising health insurance costs aren’t new, but what’s happening now is different. Subsidies are shrinking or disappearing, premiums are jumping, and many families—especially those dealing with serious medical conditions—are facing impossible choices. You can’t control Congress or the insurance companies, but you can control how prepared your family is when the system gets shaky. This…
For many clients in the Venice area, the family home is the most significant, cherished, and valuable asset in their estate. You want this legacy to pass directly to your grandchildren, ensuring they benefit from your foresight. However, bypassing the children’s generation, the parents of your intended beneficiaries requires careful, legally precise planning. A simple…
When preparing an estate plan, Florida residents often think about providing for loved ones living abroad. While this is a generous and thoughtful decision, naming foreign beneficiaries can add unexpected complications. From tax reporting to delays in transferring assets, it is important to understand the challenges and plan carefully to avoid problems for your heirs….
As the year draws to a close, your focus might be on holiday plans, but as an experienced estate planning attorney serving the Sarasota area, I urge you to dedicate time to one critical, often-overlooked task: a final, year-end review of your estate plan. Failing to make timely updates to your will, trust, and related…
A common myth in Florida is that a person with dementia cannot sign estate planning documents. While dementia is a serious diagnosis, it does not automatically mean someone has lost the mental ability to make decisions. Florida law looks to mental capacity—the person’s ability to understand what they are doing—at the moment they sign, not…
Recent headlines and online ads have made many Florida homeowners fear “home title theft” — the idea that someone can steal ownership of their home with a few clicks. It’s a real type of fraud, but the actual risk is often misunderstood. Let’s look at what title theft really is, how common it is, what…