Should You Name Both Children as Trustees? Here’s What to Consider.
You love your children equally, so naming both to manage your trust can feel like the fairest choice. But sharing an inheritance and sharing the work of a trust are two different decisions. Discover how to choose a trustee arrangement that works under Florida law, without turning the choice into a measure of your love.
Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?
Should life insurance go straight to your spouse or to your trust? Florida law offers protections for some designated beneficiaries, but the right choice still depends on the support and structure your family needs. Read more… You bought the policy because someone depends on you. That was an act of care, even if it felt […]
What Happens If Spouses Die Days Apart in Florida?
You and your spouse may share a life, a family, and an estate plan. Yet if you die in the same accident—or only days apart—the order of death can affect which documents govern, who inherits, and whether assets move through two estates. Thoughtful planning can replace uncertainty with clear instructions. Read more… Days Apart, Two […]
Your Child Is Successful. Should Their Inheritance Be Protected?
Your child is a doctor, lawyer, founder, or other successful professional. Leaving their inheritance outright often feels like the respectful choice, but their success brings risks that direct ownership does not protect against. Here’s when an inheritance trust for adult children can protect what you built without treating a capable adult like a child. Read […]
Life Insurance Beneficiary Review: 5 Mistakes to Avoid
You bought life insurance because you wanted the people you love to be protected. But the policy you chose years ago may no longer match the family, finances, or estate plan you have today. Here’s what a life insurance beneficiary review can reveal before your family needs the money. Read more…
Leaving an IRA to a Trust? What to Review in 2026
You saved for retirement because you wanted to provide security for yourself and the people you love. But if your trust is named as the beneficiary of your IRA, current withdrawal and tax rules may affect how much protection—and how much money—your family actually receives. Here is what families with retirement accounts should review in […]
Your Will Is Signed. But Is Your Family Fully Protected?
You did it. You made a will. That matters more than you know. But here’s what most families don’t realize until it’s too late: making a will is the first step in protecting your family, not the last. Here’s the checklist that comes next. Read more…
Malcolm-Jamal Warner’s $1.2M Estate Dispute: A Lesson in Protecting Your Family and Legacy
Malcolm-Jamal Warner, best known as Theo Huxtable on The Cosby Show, died in 2025. One year later, his widow alleges $1.2 million in unfulfilled premarital obligations: a life insurance policy never purchased, a Roth IRA never funded, and anniversary payments never made. A nine-year-old daughter is at the center of the dispute. Here’s what more […]
Make-A-Will Month: Why Florida Families Need More Than a Will
August is Make-A-Will Month, and if you’ve been meaning to get your affairs in order, this is your reminder. But before you assume that getting a will means your family is protected, there’s something most people don’t know about what a will actually does and doesn’t do. Read more…
Friends Don’t Let Friends Go Without an Estate Plan
You’ve heard the phrase: “Friends don’t let friends drive drunk.” The same logic applies to estate planning. According to Caring.com, only 24 percent of Americans have a will. For some of the people you love most, you may be the only person in their life who will ever bring this up. Here’s how to do […]