There are many retirees and current business owners in Florida. Estate planning is a discussion topic in many households. For those who own their own companies, it is worth adding business succession to the estate planning process. Sitting down as a family to talk...
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South Central Florida Legal Blog
How does an HOA function?
There has been an influx of newcomers to Florida in recent years. Many people who are currently in the market for a new home can explore various options, including condominiums, co-ops or other neighborhoods that operate under a governing entity. In most cases, that...
Certain mistakes can negatively impact estate plans
Planning for the future is an important and beneficial task for adults of all ages. Regardless of age, income level or health status, it is beneficial for each Florida adult to have an estate plan in place to ensure that they have the final say over what happens to...
Is a personal injury settlement taxable income?
As 2023 winds to a close, many Florida residents are gearing up for tax season. Filing federal tax returns is more complex for some people than others, especially if issues have arisen during the year that have tax implications, such as winning a lottery, receiving an...
Encouraging older parents to start the estate planning process
It is not easy to discuss one’s own mortality. This is one reason why many adults avoid the subject of estate planning, and they may not assume that it is really necessary if they don’t have a significant amount of wealth or they are relatively healthy. This avoidance...
What falls under the authority of an HOA?
When you move into a community with a homeowners’ association, you must agree to adhere to the terms of the neighborhood covenant. Each HOA is different, and the specific rules that may apply to you depend on your individual community. It is your responsibility to...
Florida laws regarding a last will and testament
Every state has its own estate planning laws. Sometimes, laws in several states may be relevant to a specific estate, such as if a Florida resident is executing an estate plan but owns several properties in other states or countries. One of the most common documents...
Is it best for beneficiaries to know what they are inheriting?
One of the intentions of estate planning is providing for loved ones long into the future. Through a thoughtfully prepared estate plan, one can ensure that personal assets and belongings end up in the right places. While the benefits of an estate plan are well...
What documents besides a will should be in an estate plan?
More and more Florida residents are realizing the importance of protecting their assets and leaving written instructions for their loved ones and others to take effect when they die or if they become incapacitated. It used to be that many people, especially those of...
Discussions about estate planning are critical
It is never easy to discuss certain aspects of the future, such as one’s own mortality and what will happen after passing. Most people are uncomfortable with discussing their own deaths or the possibility of experiencing a medical emergency that could leave them...


