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When planning your estate, you may hear the terms “TOD” (Transfer on Death) and “POD” (Payable on Death). These are simple yet powerful tools that allow your assets to pass directly to your beneficiaries—without going through probate. But what’s the difference between them, and how do you know which is right for your situation? Below,…
When creating a living trust, many clients assume their estate plan is complete. But without one key document, a pour-over will, important assets may be left exposed to probate or legal confusion. If you’ve established a trust in Florida or are considering one, understanding how a pour-over will fits into your estate plan is essential….
Transferring your Florida home into a revocable living trust is a smart way to avoid probate and keep things simple for your family. But there’s one step many owners miss: telling the insurance company. Here’s what to update—and how to do it—so you don’t accidentally create a coverage gap. Why insurers care when title moves…
Florida vacation homes are often more than an investment; they’re places where family memories are made and traditions are built. But when it comes to passing down these second properties, too many families are caught off guard by legal and tax issues that could have been avoided. In this article, we’ll walk through the key…
Estate planning isn’t just for the wealthy or elderly. In my Sarasota practice, I frequently meet clients who delay essential planning based on misconceptions. Unfortunately, these myths can create legal complications, family disputes, and delays in transferring property, especially real estate. Whether you’re a single parent, retiree, or first-time homebuyer, the consequences of poor planning…
When someone passes away, their heirs often receive a “step-up” in the cost basis of inherited assets, which can significantly reduce capital gains taxes. But not all transfers qualify for this valuable tax treatment. Understanding which assets don’t receive a stepped-up basis is just as important as knowing which ones do—especially when crafting a thoughtful…
Few names are more recognizable in professional wrestling than Hulk Hogan. From his days headlining WrestleMania to his reality TV appearances, Hogan has lived much of his life in the spotlight. Off stage, he has also been through a highly publicized divorce, financial ups and downs, and ongoing questions about his wealth and property. When…
Business owners in Florida often want to ensure their company can pass smoothly to loved ones or successors without probate. But some businesses—especially professional service entities—can’t be directly titled into a revocable trust due to state licensing restrictions. That’s where a nomination agreement becomes a powerful tool. What Is a Nomination Agreement? A nomination agreement…
When a loved one dies, grieving families are often faced with more than just emotional heartbreak—they’re thrust into a complicated legal process known as probate. While probate serves an important legal function by overseeing the distribution of a deceased person’s assets, the emotional toll it takes on families is frequently underestimated. In this article, we’ll…
By an Estate Planning Attorney Serving Sarasota and Venice areas As families prepare for the back-to-school season, it’s a good time to revisit the legal protections you’ve put in place for your children, particularly who would care for them in the event something unexpected happens to you. Naming a guardian is one of the most…
In Florida estate planning, families often ask whether they should add someone to their bank account—and if so, should that person be a co-owner or just a signer? This seemingly simple decision can have significant legal and financial consequences. Let’s break down what each role means and when one might be preferred over the other….
When music legend Jimmy Buffett passed away in 2023, he left behind a legacy of island escapism—and a substantial estate reportedly worth over $275 million. But even the most carefully laid estate plans can run into turbulence. A year after his death, Buffett’s widow, Jane Slagsvol, is embroiled in litigation with one of the trustees…
By a Florida Bar-Licensed Estate Planning Attorney As summer winds down and the second half of the year begins, it’s the perfect time to review your estate plan. Life changes quickly: marriages, births, relocations, and even economic shifts can impact your estate strategy. A mid-year check-in allows you to correct errors, update your documents, and…
Sonny Bono was known for his success as a singer, actor, and politician—but when he tragically died in a 1998 skiing accident, he left behind something that shocked the legal world: no will. While Bono’s life was colorful and high-profile, his lack of basic estate planning led to complications that could have easily been avoided….
If you’re creating an estate plan in Florida and own a boat—whether it’s a modest fishing skiff or a luxury cruiser—you may be wondering: should that boat be placed into your revocable trust? The answer depends on your goals, the boat’s value, and how your assets are structured. Let’s look at the key considerations. Why…
Guidance from a Florida Bar-Licensed Estate Planning Attorney Estate planning is intended to provide peace of mind, not conflict. Yet too often, disputes among family members arise after a loved one’s passing, turning what should be a time of remembrance into legal and emotional turmoil. If you’re concerned about preventing family conflict over your will,…
The recently passed “One Big Beautiful Bill Act” (OBBBA) marks a significant shift in estate planning for high-net-worth families. While the bill has not yet been signed into law, it has already passed the House and is expected to be enacted soon. Here’s what you need to know about how this legislation affects your estate…
By a Florida Bar–licensed attorney experienced in estate planning As the fireworks fade and summer unfolds, now is the perfect time to reflect on the deeper meaning of independence, not just as a national celebration, but as personal empowerment over your life and legacy. True freedom includes the ability to make intentional choices about how…
On July 4, 2025, Congress passed—and President Trump signed—the “One Big Beautiful Bill,” a sweeping piece of legislation that dramatically reshapes taxes, federal benefits, and spending priorities. For Florida residents, the bill’s effects are especially important to understand. Our state has a high share of seniors, Medicaid recipients, and working families who may gain or…
When preparing an estate plan or administering a probate estate, one of the first questions an attorney must answer is: Where was the decedent domiciled? This simple question can have significant legal consequences. Domicile affects everything from which state’s probate laws apply to whether certain tax benefits or exemptions are available. What Is Domicile? Domicile…