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  • Who We Are
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    • Summer Cohort 2025
  • Who You Are
    • Families
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  • How We Work
  • How We Help
    • 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
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
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    • Schedule Online
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  • Resources
    • Blog
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    • FAQs – Trust Funding
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10 Essential Year-End Financial Planning Strategies for 2025

10 Essential Year-End Financial Planning Strategies for 2025

by Trust Counsel | Dec 15, 2025 | Articles, Financial

As 2025 winds down, high-net-worth families—especially those living or investing in Florida—should take time to review key financial and estate planning opportunities before the year closes. With major tax law changes taking effect in 2026, thoughtful planning now can...
Why Florida Trust Administration Is More Complicated Than You Expect — And Why Handling It Alone Can Be Risky

Why Florida Trust Administration Is More Complicated Than You Expect — And Why Handling It Alone Can Be Risky

by Trust Counsel | Dec 15, 2025 | Articles, Trusts

If you’ve recently lost a loved one and learned that you’ve been named as the Successor Trustee of their trust, you may be wondering what your responsibilities actually are—and whether trust administration in Florida is really as complicated as people say.Many new...
Accidental Death at 39: Here’s What You Need to Know

Accidental Death at 39: Here’s What You Need to Know

by Trust Counsel | Dec 12, 2025 | Articles, Estate Planning

Michael Duarte had everything to live for. At 39, the popular food influencer was building his brand, sharing recipes with millions of followers, and raising his 6-year-old daughter Oakley with his wife Jessica. His content brought joy to countless people who watched...
Understanding the New Trump Accounts: What Parents Need to Know for 2025–2026

Understanding the New Trump Accounts: What Parents Need to Know for 2025–2026

by Trust Counsel | Dec 8, 2025 | Articles, Family

In early December, the White House released new guidance on the Trump Accounts, giving families a much clearer picture of how these federally sponsored investment accounts for children will work. Originally focused only on newborns, the program has now expanded—thanks...
Caring for Aging Parents: How to Protect Relationships and Plan Ahead

Caring for Aging Parents: How to Protect Relationships and Plan Ahead

by Trust Counsel | Dec 5, 2025 | Articles, Guardianship

When adult siblings come together to care for aging parents, something unexpected often happens. Instead of bringing families closer, the experience frequently exposes old wounds and creates new rifts that never fully heal. What should be a time of unity becomes a...
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