Winter Park, FL
Estate planning Lawyer at Winter Park, FL
Practice Areas: Estate Planning, Probate, Tax
How can you differentiate between someone who came into the field through years of related experience versus someone who could be in it for all the wrong reasons? We Love Professional Guardians Is Gra...
See Full GuideAll trusts have these same three acting parts! 1. The Grantor sets the trust up. 2. The Trustee wears two hats: they invest the assets in the trust and administers the trust. 3. The Beneficiary reaps ...
See Full GuideEssentially, with a Revocable Living Trust, we're creating an arbitrage between Federal and State law. The RLT is allowed to own assets without going through probate court. The RLT is a tax-neutral, e...
See Full GuideIf your estate plan were a car: imagining a will-based plan vs. a trust-based plan....
See Full GuideWhen the position of Trustee is bifurcated, what is an administrative trustee?...
See Full GuideA Trust Advisor (known as Trust Protector in most states other than Florida) is able to change the words in your trust without any court action. Your beneficiaries will only need a trust advisor when ...
See Full GuideHow do you disinherit a family member? This video covers the family information articles in your trust....
See Full GuideWhat rights do you have as the Grantor, or Trustmaker? How does Florida treat your Revocable Living Trust, and how does the IRS treat your Revocable Living Trust?...
See Full GuideTrustee Succession Provisions cover who your trustee is while you're alive, while you're incapacitated, and who your trustee will be after you "get on the bus." These provisions also include co-truste...
See Full GuideWhat happens to your Revocable Living Trust if you become incapacitated? Are you still the Grantor? Trustee? Beneficiary?...
See Full GuideAd
Transform legal challenges into solutions.
Connect now to review your situation.
