Blog

Blog

One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear

A Michigan court case shows what happens when a parent dies and no one thought to plan for it. The child had a chronic medical

April 14, 2026 No Comments

Blog

🏡 A Major Change Is Coming for Florida Real Estate Investors

Real estate investors—this is one you don’t want to overlook. Florida is about to introduce a powerful new planning tool that could significantly change how

April 6, 2026 No Comments

Blog

How Traditional Estate Planning Can Fail Blended Families

You trust your spouse completely. But if you’re in a blended family and your estate plan simply says “everything goes to my spouse,” your own

March 31, 2026 No Comments

Blog

Here’s What Happens to Your Retirement Accounts After You Die

Retirement accounts follow different rules from other assets you may own. After you die, the people you love most may face unexpected tax burdens if

March 25, 2026 No Comments

Blog

Trusts in a Will vs. Living Trusts: What You Should Know (Part 2)

A living trust offers immediate protection and probate avoidance, but understanding how it works and whether it fits your goals is essential to making the

March 17, 2026 No Comments

Blog

Trusts in a Will vs. Living Trusts: What You Should Know (Part 1)

Creating a trust in your will might sound like good planning, but understanding what you’re actually trying to accomplish matters more than the type of

March 10, 2026 No Comments

Charities We Support - Ernie Els – Els for Autism St. Matthew’s House Stephen Siller Tunnel to Towers Foundation SafeSpace Zoe Loren Make a Difference Foundation Big Dog Ranch Rescue Molly’s House St. Jude Children’s Research Hospital

Legacy Planning since 2001

One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear

🏡 A Major Change Is Coming for Florida Real Estate Investors

How Traditional Estate Planning Can Fail Blended Families

Here’s What Happens to Your Retirement Accounts After You Die

Trusts in a Will vs. Living Trusts: What You Should Know (Part 2)

Trusts in a Will vs. Living Trusts: What You Should Know (Part 1)

Naples (Main Office)

Stuart

Frisco (By appointment only)