Estate Planning

Florida families need more than just a will—estate planning essentials like trusts, powers of attorney, and updated beneficiary designations ensure your wishes are honored. Learn how to protect your legacy, avoid probate, and plan for life’s changes with confidence and clarity.

Choosing the right trustee for a Special Needs Trust is essential to protect your loved one’s benefits and quality of life. Ask key questions about knowledge, time, and trust structure to ensure your chosen trustee can handle the role’s unique responsibilities with care and skill.

If you’re over 70½ and don’t need your IRA distribution, consider donating it directly to charity through a Qualified Charitable Distribution. This strategy reduces your taxable income, supports causes you care about, and can satisfy your required minimum distribution without increasing your tax burden.

A gun trust helps Florida firearm owners legally transfer guns, avoid inadvertent felonies, and keep their collection private. It ensures compliance with federal laws like the NFA and GCA while allowing multiple trustees to possess firearms safely.

More often than not, a family needing to appoint an executor to an estate picks a family member. In those cases, familiarity with the deceased’s estate is a priceless commodity. However, it's important to choose an executor who is trustworthy, understands financial matters and has the time to take on the many tasks of this role.

Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.

Estate planning isn't just for the wealthy—it's for everyone who wants to protect their family, assets, and future. Many people assume that trusts are only necessary for large or complex estates, but that’s not the case. Even those with smaller…

Estate planning for many Jacksonville residents can feel overwhelming, especially when deciding whether a revocable living trust or an irrevocable trust is the best option. Trusts come in all shapes and sizes, and many are formed with specific purposes in…