Planning for Blended Families

Planning for Blended Families Serving Families throughout Miami and Fort Lauderdale, Florida and the Surrounding Areas Times have changed. In the new millennium, whether due to the death of a spouse or through divorce, blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current statistics and trends. Many […]

Understanding Marital Trusts in Your Florida Estate Plan

A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.

3 Signs You Definitely Need a Trust (and Not Just a Will) in Florida

Estate planning is akin to crafting a roadmap for the future; it’s about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over…

Do You Need a Revocable Trust?

Do you need a Revocable Trust? Trust, Will, Estate Plan Penbroke Pines Florida

One of the most common misconceptions about a last will and testament is that having a will avoids the need for probate court.

Estate Planning Hazards

Figuratively speaking, life is chock full of road hazards. If we know where they are, then we can avoid them. It is the unknown hazards that are the problem. Just like when you’re traveling on an unfamiliar road, it is best to learn from the experiences of those who have been down that road before.…

What Should Seniors Know before Remarrying?

estate plan

As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.

Are You Ready for 2026?

Are You Ready for 2026?

Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.