Estate Planning Isn't Just for the Wealthy
The biggest myth in Florida estate planning is that only millionaires need it. The numbers — and the reality of what an estate plan actually does — say otherwise.
Notes from the practice.
Plain-English writing on Florida estate, business, construction lien, injury, and litigation topics that come up in real client work.
The #1 Reason Florida Estate Plans Fail (and It Isn't What You Think)
Most failed Florida estate plans aren't failed because the documents were bad. They failed because nobody ever finished the funding.
Why Your Advisor, Agent, and CPA Should Be in Your Estate Planning Conversation
Estate planning works best as a team effort. Here's how the attorney, financial advisor, insurance agent, and CPA should actually coordinate.
More posts coming — including pieces on the Corporate Transparency Act, wills vs. trusts, Florida business succession, and guardianship designations for parents of minor children. Insights are general legal commentary and not legal advice.