Trust Administration

What is the Effect of Longevity on Estate and Retirement Planning?

June 29, 2020 by

Increasing Longevity and Its Effect on Estate Planning and Retirement Planning

In the 1970s, Logan’s Run debuted; it was a movie showing a solution to a society’s problems with overcrowding was to end each person’s life at 30 years ...

Read More...

“Sweetheart Estate Planning” – Separate Trusts or a Joint Trust?

March 5, 2020 by

What is Sweetheart Estate Planning? Most married couples today need not plan for the payment of federal estate taxes. In 2020, federal estate tax is only imposed on a deceased person's estate if its value exceeds $11,580,000. With proper ...

Read More...

Florida Retiree Uses an Out-of-State Attorney. The Result: a Failed Trust

January 10, 2019 by

Florida is the number one choice among retirees to call home. Many of our transplants may not want to change the professional relationships they have established over many years.

With estate planning, that is a mistake. Just because a ...

Read More...

Will Your Durable Power of Attorney be Effective When Needed?

May 25, 2018 by

When is the Power of Attorney Effective?

In Florida, a power of attorney signed after October 1, 2011, is effective immediately. This means you do not have to be incapacitated for your agent to act on your behalf. This ...

Read More...