Category Archives: Estate Planning
What Are Lawyer Trust Account Violations in Florida?
When you ask a lawyer to help you with estate planning in St. Petersburg, they take on a serious responsibility. Unfortunately, some lawyers commit certain violations when tasked with this responsibility, and a 2024 report published by the Florida Bar states that “trust accounting issues” are a common source of complaints against lawyers in… Read More »
My Family Members Are Interfering With My Investments at Old Age: What Can I Do?
Older people are often some of the most skilled investors. These individuals remember countless boom and bust cycles, and they know how to pick winning companies. Your younger loved ones might not fully understand your investment strategies, and they might even try to interfere. What can you do if your family members are trying… Read More »
Overrated Estate Planning Strategies in St. Petersburg
Many estate planning strategies in St. Petersburg are overrated, such as ILITs, IAPTs, and POD accounts. As an individual approaching Wills, trusts, and other options for the first time, it might be difficult to discern whether certain strategies are effective or even necessary. How do you determine whether an estate planning lawyer is trying… Read More »
Types of Revocable Trusts in St. Petersburg
Revocable trusts are among the most flexible estate planning strategies in St. Petersburg. Their flexibility stems not only from their revocable nature, but also from the various options they offer. There are many different types of revocable trusts to choose from, and you might want to discuss these options with an experienced estate planning… Read More »
Trust Administration vs. Trust Execution in St. Petersburg
If you’re researching trusts in St. Petersburg, you might have come across the terms “trust administration” and “trust execution.” What exactly is the difference between these two concepts? How does one “execute” a trust? These are questions you might want to ask during an initial consultation with an experienced estate planning attorney. Trust Execution… Read More »
Florida Could Increase Homestead Exemptions: How Does This Affect Estate Planning?
In late May of 2026, Governor DeSantis announced a new proposal to drastically cut property taxes in the Sunshine State. The measure would increase property tax exemptions to such an extent that many homeowners could completely forget about this financial burden. If this bill passes into law, it may have major implications for estate… Read More »
Lesser-Known Types of Irrevocable Trusts in St. Petersburg
Irrevocable trusts in St. Petersburg are immensely popular, and people appreciate the flexibility of these estate planning tools. But while irrevocable trusts share many common features, there are many different types to consider. Consider discussing your options with an estate planning lawyer in St. Petersburg to ensure you choose the right irrevocable trust. The… Read More »
How Much Cash Should I Set Aside in My Florida Revocable Living Trust?
A revocable living trust is a highly effective estate planning tool for numerous Florida residents. When you pass away, your beneficiaries may need to immediately access cash to pay for urgent expenses. How much cash should you set aside for this purpose? Is this really necessary, or should you go “all in” on stocks… Read More »
Estate Planning Steps in Florida You Need to Take Before Your Teen Turns 18
Many parents are excited to see their teens reach legal adulthood. Perhaps your young adult is about to head to college, enter military service, or start full-time work after graduating from high school. Although this is an exciting time, legal adulthood also carries numerous legal implications that can affect estate planning. For more information… Read More »
How to Preserve Florida’s Homestead Exemption With an Out-of-State Trust
Florida’s homestead exemption is one of the strongest in the nation, and it can form the foundation of many effective estate planning strategies. However, the presence of an out-of-state trust could negate these benefits, and this might be an issue if you have recently relocated to Florida. To learn more about this issue, consider… Read More »