Estate Planning Law

One of the most fundamental questions I help clients answer is what should serve as the foundation of their estate plan: a Will or a Trust?

Without a doubt, these are uncertain times. How can you prepare for the possibility that COVID-19, the disease caused by the novel coronavirus, may affect you or someone you know?…

If your estate’s value is worth more than the federal estate tax exemption, you may be a good candidate for an Irrevocable Life Insurance Trust, known as an “ILIT” for short.

A Last Will & Testament is a fundamental part of any comprehensive estate plan; likewise, will preparation is one of the most basic skills of a seasoned estate planning attorney.

An integral part of estate planning should always include an assessment of the client’s liability exposure, regardless of their profession.

Whether investing in art for love, money, or both, collectors of all types of art and collectibles should incorporate their collections into their overall estate plans.

The Tax Cuts and Jobs Act of 2017 increased the standard deduction in 2019 to $12,200.00 for individuals and to $24,400.00 for those married filing jointly. This means that less…

Recently I’ve come across several “durable powers of attorney” prepared by lawyers who do not regularly practice in estate planning or elder law. In some instances, the power of attorney does not allow the agent to perform certain acts that the principal intended; in others, improper execution renders the document entirely invalid. Presumably, this is because the preparer of the power of attorney is not familiar with the major overhaul Chapter 709 of the Florida Statutes underwent in 2011.

The ultimate goal of funding a Revocable Living Trust is to ensure that the Settlor’s property is governed by the terms of the Trust Agreement.