Tax Strategy for Married Couples in Florida

Lately we have received many inquiries about Community Property Trusts in Florida. Florida is not a community property state, but recent changes in the law have created a powerful opportunity for married couples to take advantage of community property benefits. A Community Property Trust is a specialized estate planning tool that allows spouses to designate…

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Estate Planning for 18-Year-Olds: What Florida Families Need to Know

Ready or not, changes are coming! One day, you are celebrating their first birthday – smash cake and all, next thing you know you are sending them off to college with tears, well-wishes and memories of their childhood. Welcome to parenting an adult. Now that your child is 18, legally, everything has changed. As exciting…

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