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  • Who We Are
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  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
    • Charitable and Legacy Planning
    • Blended Family and Surviving Spouse
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
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  • Resources
    • Blog
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    • FAQs – Trust Funding
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Asset Protection Trusts for Business Owners: How They Work

Asset Protection Trusts for Business Owners: How They Work

by Trust Counsel | Jul 10, 2026 | Articles, Asset Protection

The lawsuit came from a contract dispute with a former vendor. By the time it was resolved, the business owner had spent fourteen months in litigation, paid six figures in legal fees, and watched a judgment place a lien on real estate he had spent two decades...
The New Tax Law and Your Family’s Trust: What to Know Now

The New Tax Law and Your Family’s Trust: What to Know Now

by Trust Counsel | Jul 3, 2026 | Articles, Estate Tax

A client forwarded me a CNBC article last week with a note: “Does this affect our trust?”It was a reasonable question. The article described a provision buried in the One Big Beautiful Bill that tax lawyers and accountants are calling a double taxation...
Florida Probate Is Getting a Makeover—and It Starts July 1st

Florida Probate Is Getting a Makeover—and It Starts July 1st

by Trust Counsel | May 28, 2026 | Articles, Probate

Every person who lives in Florida has heard the joke that this is the retirement capital of the United States, and the probate cases show that there might be some truth to that. Florida has a large aging population and although criminal cases are on the decline,...
Florida Probate from Out of State: How to Handle a Miami-Dade or Broward Case Without Living in Florida

Florida Probate from Out of State: How to Handle a Miami-Dade or Broward Case Without Living in Florida

by Trust Counsel | Apr 28, 2026 | Articles, Probate

Most people who contact our office about a Florida probate do not live in Florida. They live in Cape Coral, Tampa, Jacksonville, Atlanta, New York, New Jersey, or somewhere overseas. A parent, sibling, or spouse passed away here, owned property here, or held business...
Should You File Your Florida Annual Report Yourself or Hire an Attorney?

Should You File Your Florida Annual Report Yourself or Hire an Attorney?

by Trust Counsel | Apr 16, 2026 | Articles, Asset Protection

This is one of the most common questions we get from Florida business owners every spring, and we want to give you a straight answer rather than a sales pitch. The truth is that for some owners, filing the annual report yourself makes complete sense. For others,...
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