No one estate plan should look the same. A properly designed plan should reflect the family's unique goals and wishes. One of the most common questions we hear from clients is whether they need a trust or just a will. Not long ago, a client came in convinced he needed a revocable living trust because a friend told him it was the only way to protect his family. He had looked into it, but wasn't ready to spend a few thousand dollars, so he had been putting off estate planning a

According to Caring.com's 2025 Wills Survey , over half of Americans have no estate plan in place. Not long ago, a client came to us after the death of her mother. Her mother had been widowed for several years and, like many people, had simply never gotten around to making a will. What our client did not expect was that her estranged brother from her mother’s prior marriage, someone who lived out of state and had been absent from their lives for decades, was still legally ent

Dear Clients and Friends, We are excited to share some important news with you. Starting tomorrow , September 24th , our firm will begin...

In Episode 6 we discuss Power of Attorneys (POAs) and how they can be a powerful tool in your estate plan and the common misconceptions...

In Episode 5 and our Part 2 of our Advanced Healthcare Directive Podcast Series, we discussed the tough topic of living wills and the...

One truth we have come to accept through the coronavirus (or COVID-19) pandemic is how truly unpredictable the future can be. It has been...

Self Proving your Will There is a misconception that for a will to be properly executed in Florida it must be notarized. In order for a...

Here is a quick run-down on what we spoke about on our latest episode! We won't go into full detail here but we will briefly outline the...