The Importance of Title Insurance

The Importance of Title Insurance

Title insurance is a type of insurance policy that protects a property owner or lender from financial loss due to title defects or issues with ownership. When purchasing property, it is essential to obtain title insurance to ensure that you…

Basic estate planning

4 Basic Estate Planning Documents Everyone Should Have

Many people find it difficult to know where to begin with their Estate Planning documents. But it doesn’t have to be that way! Regardless of the size or complexity of your estate, there are four major planning documents that every…

managing probate


What can you do to help your heirs? For some estates, the probate process can be expensive. Probate can be expensive in terms of both time and money. The estate may take up to a year to settle, and attorney’s…

Summary administration

What is Summary Administration?

Summary administration is a simplified version of the probate process in which no personal representative is appointed. When transferring an estate worth $75,000.00 or less, you can petition for summary administration and avoid the formal probate process. When an estate…

Using a Spousal Lifetime Access Trust (SLAT) in Florida

Using a Spousal Lifetime Access Trust (SLAT) in Florida

With the possibility of a reduction in the federal estate tax exemption looming in the near future, taxpayers are considering tax-mitigation strategies that take advantage of today’s record-high exemption. Asset protection, or protection from potential lawsuits, is also top of…

Digital assets

Estate Planning and Your Digital Legacy

A typical estate plan concentrates on tangible assets such as jewelry, artwork, money, and vehicles. However, in this day and age, it is critical to remember to include your digital assets. Everything we own online is considered a digital asset.…

Call Us Today!