Monthly Archives: January 2026
Can You Probate a Copy of a Lost or Missing Florida Will?
A last will and testament is the cornerstone of your estate plan. Even if you plan to control and distribute most of your assets through trusts, you still need a will to name a personal representative for your probate estate, nominate guardians for any minor children who may survive you, and distribute any non-probate… Read More »
What You Need to Know About Estate, Gift & Inheritance Taxes in Florida for 2026
A New Year often means changes to various federal and state tax laws. Yet for Florida residents thinking about their estate planning needs, particularly as it relates to potential estate taxes, 2026 should not represent a radical departure from 2025. Only a small handful of Florida estates need worry about such taxes. That said,… Read More »
Annuity Trust vs. Unitrust: Understanding the Differences Between 2 Types of Florida Charitable Remainder Trusts
For high net worth Florida residents looking to incorporate charitable giving into their estate plan, a charitable remainder trust (CRT) offers many potential benefits. A CRT is a type of irrevocable trust where the grantor donates assets to a not-for-profit charity, such as a university or other 501(c)(3) organization, but retains an income stream… Read More »