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I Signed My Trust… Now What? (Or, Why Funding Your Trust Is Just as Important as Creating It) So, you did the hard part! You made it
When clients assure us they’ve finalized asset transfers, only to discover months later that certain assets remain in the decedent’s name, we have to re-open the probate case.
While it might seem like a good idea to transfer everything into your trust, vehicles are an exception, at least in Florida.
Winning the Lottery Without Losing Your Privacy: How We Helped Florida Winners Protect Their Assets and Peace of Mind Winning the lottery is a dream
I heard a Talking Head on the news pontificating the other day about how people should remember that the California fires are destroying only things
Our team will guide you through probate in Orange, Seminole, Osceola, Volusia and Lake Counties. Experienced specialists, fair hourly charges.
When it comes to your health and affairs, it’s crucial to have a plan in place and to identify people who can step into your
The Best-laid Plans – Funding Your TrustBy Merrell Bailey Please learn from our clients’ hard-earned wisdom. Periodically check the title on your accounts and assets
Are you concerned about an elder in your family? Are you going home for the holidays? Merrell Bailey shares humorous memories of her family holidays
If you’re like many people, you may not have your estate planning documents in order yet. Last week, I was interviewed for an article Super