Whether you’re a parent protecting your kids, a retiree planning for the future, or someone who just wants clarity about the unknowns—estate planning is for you.
Continue ReadingFor many Florida residents, especially homeowners looking for a simple and cost-effective way to pass on property, a Lady Bird Deed is an ideal solution. It avoids probate, protects your homestead, allows for Medicaid planning, and keeps you in control.
Continue ReadingWhether you're just starting your estate plan or revisiting it after a life change, understanding the difference between wills and trusts is critical. Each tool has strengths—and sometimes the best approach is a combination of both.
Continue ReadingA beneficiary designation involves naming the person who will directly receive an asset in the event of the death of its owner.
Continue ReadingRevocable trusts, which are sometimes referred to as revocable living trusts, offer many benefits with the primary one being the ability to control your assets during your lifetime. Of course, the other main benefit is the ability to dissolve the trust if and when necessary. There are, of course,...
Continue ReadingEstate & Legacy Planning, Probate, and Trust Administration serving Longwood & throughout Florida.
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