Estate Planning Category

I feel compelled to note that at the time I’m writing this I am fortunate enough that my parents are both still alive. I am…

Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some…

When we think of estate plans, most of us think about our real property, homes, rental properties, or the like, and tangible personal property such…

Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents….

Vermont senator Bernie Sanders (D) has introduced legislation that would require more estates to pay estate tax and that raises the amounts they would pay….

I have been practicing law in the areas of estate planning, probate and trust administration for over twelve years. During this time, I have had the fortune of helping hundreds of clients plan for their families and loved ones futures.

Mittens the cat and Peanut the dog can be members of the family, but what happens to Mittens or Peanut after you are gone?  How can you ensure your pets will be cared for?  One option is to create a pet trust. 

Estate Planning and Coronavirus (COVID-19) in Florida: Now is the time to implement or review your estate plan What if you suddenly find yourself sick…

  This season of Thanksgiving: what to look for during your visit with Mom and Dad Thanksgiving is a time to enjoy family.  However, it…