Estate Planning

            When planning for the transfer of your digital assets, you should be sure the person given the power to access and disperse information from your digital accounts is technologically [...]

To ensure that your digital assets are protected and dealt with as you desire after death, be sure to compile all usernames and passwords for online subscriptions and accounts in a secure [...]

Digital assets such as online bill pay accounts, online investment management accounts, personal records, digital movies, books, games, airline rewards points, and photos must be accounted for in [...]

An essential part of estate planning is setting up clear instructions for loved ones about your wishes with regard to medical treatment.  It is incorrect to believe that a Last Will & [...]

We can help you set up a charitable giving plan to ensure you can continue to utilize and increase your money during your lifetime and later provide support to charities of your choice.  Some of [...]

Estate planning involves signing legal documents which those who are incapacitated due to a dementia diagnosis often cannot do.  For estate planning documents to be valid, they must be executed [...]

Florida’s Trust code allows courts to modify irrevocable trusts which are unambiguous but which have terms that are considered contradictory or wasteful.  Courts can modify trusts if the trust’s [...]

A new federal law allows individuals to help their loved one with special needs save for their future without jeopardizing their public benefits.  In December of 2014, the Federal Achieving a [...]

Even if your gross income (prior to deduction) is above the minimum required to qualify for Medicaid ($2,199 for 2015), you may be able to become eligible by setting up a Qualified Income Trust [...]

Certain assets by their very nature can avoid probate.  Probate is not necessary to transfer certain jointly owned non-probate assets because these assets pass by operation of law.  In Florida, [...]