2323 Lee Road, Winter Park, FL 32789
M-F 8:30-5:00
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
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.