Your Collection Needs to Be Part of Your Florida Estate Plan

September 30, 2025 • Estate Planning

Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an estate planner’s nightmare.

Avoid These Florida Estate Planning Mistakes - and Keep Your Loved Ones Out of Florida Probate Court

September 29, 2025 • Estate Planning

Probate can be a costly, time-consuming process that delays the transfer of assets. Avoiding common estate planning errors can help ensure that your heirs receive their inheritance with minimal hassle.

Here's Your Florida Estate Planning Checklist

September 26, 2025 • Estate Planning

Estate planning is about envisioning a comprehensive strategy to protect your assets, provide for loved ones and secure your wishes.

How Does Payment for a Funeral Work?

September 25, 2025 • Estate Planning

Planning a funeral can be difficult enough emotionally without factoring in financial matters.

When Your First Choice of Trustee Declines

September 24, 2025 • Estate Planning

Even the most trusted family member or friend may decline to serve as trustee. The role can be demanding, involving complex legal responsibilities, financial oversight and ongoing reporting obligations. Some individuals may lack confidence in managing investments or navigating government benefits for people with special needs. Others may be concerned about the time commitment or potential conflicts with other beneficiaries. Understanding the reasons for a refusal can help you adjust your approach. Sometimes the concern is about specific duties, which may be alleviated by offering professional assistance or co-trustee arrangements. In other cases, it may be a firm decision based…