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  • Who You Are
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  • How We Work
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    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
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    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
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The Lady Bird Deed: 5 Risks to Consider Beyond Medicaid Protection

The Lady Bird Deed: 5 Risks to Consider Beyond Medicaid Protection

by Trust Counsel | Feb 13, 2026 | Articles, Wills

You own your home. Maybe it’s your most significant asset. Perhaps you’ve heard about Lady Bird Deeds and how they can help you avoid probate and protect your home for your children. A friend told you about them, or maybe you saw something online about how...
Why Most Miami Business Owners’ Estate Plans Fail When It Matters Most

Why Most Miami Business Owners’ Estate Plans Fail When It Matters Most

by Trust Counsel | Feb 9, 2026 | Articles, Estate Planning

This article is for Miami business owners who assume their estate plan will “take care of everything” when they’re gone. Many families are surprised to learn that a plan that looked solid on paper does not work as expected in probate. Florida probate rules, outdated...
Estate Planning for Cryptocurrency: How to Protect and Pass On Your Digital Assets

Estate Planning for Cryptocurrency: How to Protect and Pass On Your Digital Assets

by Trust Counsel | Feb 4, 2026 | Articles, Estate Planning

Why Cryptocurrency Estate Planning Is No Longer OptionalCryptocurrency has become a permanent part of modern wealth. Yet many people who invest in digital assets fail to plan for what happens if they become incapacitated or pass away. Unlike traditional financial...
Why So Much Money Ends Up as Unclaimed Property and What That Means for You

Why So Much Money Ends Up as Unclaimed Property and What That Means for You

by Trust Counsel | Jan 30, 2026 | Articles, Asset Protection

This February 1, states across America observe National Unclaimed Property Day, chosen to remind you about a surprisingly widespread financial problem: billions of dollars in forgotten assets currently held by state governments, waiting for their rightful owners to...
Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process

Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process

by Trust Counsel | Jan 16, 2026 | Articles, Probate

Frozen Accounts, Court Delays, and Grief: What Happens in the Probate ProcessYour mom told you not to worry; she  had everything handled. You were her power of attorney, helping her pay bills and manage her accounts. When she passed away, you assumed you’d...
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