A trust can be an effective way to avoid probate and transfer assets seamlessly to heirs, reduce estate taxes and give a family privacy. However, there are some things Florida residents need to take into consideration before they set up a revocable or irrevocable...
Florida basketball fans have been watching the Donald Sterling debacle unravel. The latest installment in the scandal is that his wife has entered into an agreement to sell the Los Angeles Clippers that is owned by the family trust without his consent. She is making...
Florida individuals who have a high net worth may need additional financial arrangements in addition to the standard estate planning documents like wills and health care directives. Trusts can be a particularly valuable tool for these individuals to use. A trust...
Most Florida residents are aware that a drafting a will is a prudent step to take. A will can help to reduce tax exposure and ensure that heirs receive as much of an estate as possible. However, many people do not realize that retirement accounts, such as IRAs and...
