If you’ve ever heard someone mention a Lady Bird Deed and thought, “Is that a real thing?” — yes, it absolutely is. And if you’re a Florida homeowner looking for an easy way to pass your property to someone when you die without going through probate, it might just be your new best friend. As […]
On July 4, 2025, President Donald J. Trump signed the One Big Beautiful Bill (OBBB) into law, marking the most extensive changes to the federal tax code since 2017. The new law touches nearly every aspect of the tax system, impacting estate planning, business deductions, personal income tax rules, and international compliance. While many provisions […]
Estate planning documents are tools created to allow individuals a sense of security and protection for their wellbeing during their lifetime and for their assets once they pass away. The five main documents that serve as a fundamental foundation to any estate plan include: Last Will and Testament, Durable Power of Attorney, Health Care Surrogate, […]
Common law marriages are legally recognized marriages between two partners that have been together for a set amount of time, in many places, for example, seven years. Despite the term, common law marriages are not very common in the United States and are only recognized in a few states. In Florida, the belief that common […]
A Springing Power of Attorney is a specific type of power of attorney that is activated only upon the incapacity of the principal party. Upon the principal party’s determination of incapacity by a physician or a Court Order, the agent designated in the Springing Power of Attorney is then able to secure and manage the […]
Wallethub recently performed an analysis based upon several criteria and determined that Florida is the top place for military retirees. This may shock some (ok, probably not), but for those who are the born and raised type of Floridian, this really isn’t a surprise. How could it be? Beaches, warm weather, no state income tax, […]
Congratulations to J. Mason Williams IV for his recognition in the 2024 Best Lawyers: Ones to Watch in America. He’s been highlighted for his work in: Commercial Litigation Litigation – Construction Litigation – Trusts and Estates Lawyers recognized in Best Lawyers: Ones to Watch in America are divided by geographic region and practice areas, and […]
Blended families are becoming more common as time goes on. Estate planning, specifically for blended families, is vital to ensure parents’ wishes and distribution plan are followed, children and stepchildren are provided for, and family issues are reduced or eliminated following the death of a parent. Without estate planning documents, the statutes outline what percentage […]
Estate planning may seem like something that only older adults or those with significant assets should worry about; however, it is important for all adults, especially young professionals, to complete as well. 5 Reasons Why Estate Planning is a Must for Young Adults 1. Protecting Your Loved Ones Estate planning allows you to protect the […]
