Blogs & Articles

A Will or Trust? It’s Not About the Size of Your Estate

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 trust. This is a common misconception, that a trust requires a vast estate. Perhaps we owe that to the word “trust” conjuring up visions of large philanthropic organizations that operate

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If You Own Out of State Property, Establish a Trust

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 a will. Why is that? First, consider that probate is unavoidable with a will. Many of my clients arrive at my office assuming that probate is only for those that

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What’s in Your Mailbox?

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 piece of mail and was left wondering if obtaining a Certificate of Status from the State of Florida was a step he’d overlooked in registering his LLC. Not at all!

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Can an RV or boat qualify as homestead under Florida law?

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 Florida Constitution include “dwelling house” used as a “residence.” How can I prove that my RV is my homestead? The process for getting an RV deemed to be taxed as

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Avoiding Probate Problems

“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 experience with probate and worry about how their own heirs will be treated when their own estate is eventually probated. While probate administration typically takes a little longer and can

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Protecting Your Florida Homestead

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. You’ll want to protect this asset from creditors. Guess what? Florida homestead offers great creditor protection. As with anything, there are of course problems that can arise. If your estate

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Seek an Attorney for Probate Planning

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? No, attorneys are usually consulted in a moment of need and often only after all options have been exhausted. By the same token, most people don’t relish the idea of

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Fighting Over an Estate After a Death

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 friend, relative, or organization to have after you die. Or perhaps you simply want to provide an orderly way for your belongings to be divided among your heirs after you’re

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