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Ancillary Administration in Florida

We understand that the Probate process can sometimes be confusing and difficult to navigate. There can be many facets involved in a Probate case, one...
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What is Trust Administration?

Trust administration refers to the duties and procedures in which a trustee carries out the terms of a trust document. A trustee has a legal...
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Top 7 Reasons Why You Should Have a Will

With August being Make-A-Will month, we thought there wasn't a better time to continue sharing why it is so important for you to have a...
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The Basics of Land Trusts in Florida

You may have heard of a Land Trust before or have considered setting one up, but don't know much about them. We're here to help!...
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Estate Planning for Your Recent Grad(s)!

Imagine it. Your kid has FINALLY graduated high school. All of the hard work you have all put in has finally paid off. Maybe you're...
Life Planning for LGBTQ+ Individuals and Families

Life Planning for LGBTQ+ Individuals and Families

With June being Pride month, we wanted to take a few moments to discuss the importance of Life Planning, especially when it comes to LGBTQ+...
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Guardianship vs. Conservatorship in Florida

With the ongoing battle of Britney Spears' Conservatorship in California flooding social media these days, we thought we would discuss the difference between Guardianships and...
Special Needs Trusts (SNT’s) vs. ABLE Accounts: Part 2

Special Needs Trusts (SNT’s) vs. ABLE Accounts: Part 2

We understand that it can sometimes become extremely overwhelming when it comes to deciding whether a Special Needs Trust or an ABLE account is more...
ABLE Accounts: Part 1

ABLE Accounts: Part 1

What is an ABLE account? The Achieving a Better Life Experience (ABLE) Act was enacted on July 1, 2016. An ABLE account is a state-run...
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What does a Special Needs Trust cover?

A Special Needs Trust serves two purposes. First, it is a way to ensure that a person with disabilities has the funds necessary to lead...
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Breaking down Probate

We often receive many questions on what probate is and why some estates have to go through it. Probate can be a difficult and confusing...
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Mistakes to Avoid When Applying for Medicaid

Medicaid serves as a financial lifeline for many aging Florida residents. While Medicaid has strict eligibility requirements, there are tools and strategies that can be...