Estate Planning, Probate, Guardianship & Elder Law
Your Family. Our Purpose.
If you are a professional or family in Lake Mary, Florida, who created an estate plan years ago, you may assume your work is done. However, life after 50 often brings significant changes that can make even a well-crafted estate plan outdated. Reviewing your estate...
Procrastination, or putting off unpleasant tasks, is part of human nature. Many people delay activities that they know are necessary, including estate planning, because they don’t enjoy them. Older adults who move to Florida for their retirement or young adults...
Estate planning can be a very upsetting topic for family members, especially because it means confronting your mortality. Despite this, estate planning plays an important role in ensuring that your family inherits assets such as your properties, financial accounts and...
You’ve worked hard your entire life to build a legacy for your loved ones. The last thing you want is for that inheritance to be at risk from creditors, lawsuits, or divorce. At , I understand how important it is to ensure your assets are...
Parents who support children with special needs have a very different lifestyle than those with neurotypical or physically healthy children. The lifestyle the family maintains is different, as it is necessary to prioritize the unique needs of the child in everything...
When it comes to ensuring the long-term financial security and well-being of individuals with disabilities or special needs, usually people who cannot take care of themselves on their own and need assistance from others on a day-to-day basis, special needs trusts play...
Creating a will is an important aspect of responsible estate planning, but many Florida residents put off this task until it’s too late. Deciding when to create a will can be challenging, and determining when to move forward with your will can vary depending on your...
There are several ways you can use to protect and transfer your assets to your spouse while taking advantage of the tax benefits the government offers. One method that's gaining popularity in Florida is a Spousal Lifetime Access Trust (SLAT). Understanding a SLAT A...
In Florida, a blended family is a family where one or both parents have children from a previous relationship. This can create unique challenges when it comes to estate planning. If you're in a blended family, there are some important things to keep in mind to make...
A trust may be ideal for those who are looking for a convenient way to manage their affairs before and after they pass away. It is typically used in an effort to bypass Florida probate laws, but there are many other benefits to creating either a living trust or an...