2323 Lee Road, Winter Park, FL 32789
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When I use the word “trust” in a consultation, people often quickly tell me that they don’t have enough money or assets to require a
One of my passions is financial education. As a CPA and estate planning attorney, I believe financial education is one of the most important parts
If you own out of state property, it’s almost a certainty that you and your family will be better served by a trust instead of
Every month, you probably receive dozens of solicitations. Some of them can look very official and urgent. For example, one of our clients received this
The answer is an unequivocal, “maybe.” It is completely fact-based, depending on the circumstances of that particular RV or boat. The relevant terms in the
Wills and Trusts If you’re looking for an attorney for a will or trust, and are confused about the differences between a will-based estate plan
“Will my estate need to go through probate?” This is a question that we often hear in our office. Many people have had a bad
Florida homestead is a wonderful thing. When you invest in your home, you’re investing in what is most likely the largest purchase of your life.
Every attorney knows that he/she isn’t the most popular of professionals. Do you know of anyone who goes to see their attorney to say hello?
You probably own some items of real or sentimental value (jewelry, antiques, art, heirlooms, furniture, clothing, etc.) that you want a certain child, grandchild, special