Understanding Beneficiary Rights in Florida: Why Professional Help Matters
In estate planning, a “beneficiary” is someone legally entitled to receive benefits from a will, trust, life insurance policy, or retirement account. In Florida, beneficiary...
Celebrating Pride Month: The Importance of Planning for the LGBTQ+ Community
As we celebrate Pride Month, it's important to acknowledge the unique challenges the LGBTQ+ community faces in estate planning. Landmark decisions like U.S. v. Windsor...
Navigating New Milestones: The Importance of Planning After Your Child’s Graduation
Graduation, whether from high school or college, marks a significant transition for your child into adulthood. This milestone brings about new responsibilities, particularly in legal...
Celebrating Mom: The Importance of Planning for the Future
As Mother's Day nears, it's an opportune time to consider a lasting gift for mom—the gift of security through comprehensive planning. Elder law and estate...
Safeguarding Your Wealth: Asset Protection Strategies in Florida
Life throws curveballs. Lawsuits, accidents, and unexpected expenses can threaten your financial security. But what if you could build a wall of protection around your...
Seamless Life Planning: Your Pre-Vacation Checklist
As Spring ushers in dreams of vacations to Disney World, sandy beaches, and serene Florida vacation homes, it's the perfect reminder of the importance of...
Navigating the Future with Special Needs Trusts
For Florida parents navigating the complex landscape of care for children with special needs, establishing a Special Needs Trust (SNT) is a pivotal step toward...
Why a Special Needs Trust is Just the Start
Guest Writer: Brian J. Cotroneo, CFA, CFP, ChSNC with Moors & Cabot Congratulations, you’ve done it! You’ve worked with an attorney to create your Special...
Guardianship vs. Guardian Advocacy: Understanding the Best Path for Your Loved One
In the journey of caring for a loved one with disabilities, two critical legal tools can provide necessary protection and support: guardianship and guardian advocacy....
Trusts Avoid Probate? We’re Debunking This Myth
If you've been researching estate planning in Florida, you might have encountered the notion that a Revocable Living Trust (RLT) is a guaranteed shield against...
