Business interests such as stocks, shares, and membership interests in a company (e.g. LLC or corporation) can bring capital and

In 2022, Florida legislators passed two significant bills updating state laws on private family trusts. These laws, SB 1368 and

An inheritance is a sum of money or property that is passed down to an individual after the death of

A Charitable Remainder Trust (CRT) is an irrevocable trust that essentially generates a stream of income for the trust holder

Over the past decade, technology and social media have become a major part of our daily lives. People do not

An estate plan sets forth how your assets, such as property, money, and stocks, will be distributed after your death.

The primary responsibilities of the personal representative of an estate are: to identify and gather the decedent’s assets for the

A trustee is an individual or entity that holds legal title to property for the benefit of another and acts

Life insurance policies ensure that if something ever happened to you, your family would remain financially stable. Although it is