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  • Who You Are
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  • How We Work
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    • 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
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    • Schedule Online
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Your Parent Has Dementia and No Power of Attorney. Now What?

Your Parent Has Dementia and No Power of Attorney. Now What?

by Trust Counsel | Mar 24, 2026 | Articles, Guardianship

The call usually comes on a Tuesday afternoon. Or a Sunday night from the ER.“Mom forgot to take her medication again.” “Dad is giving money to strangers on the phone.” “The bank froze her account because she couldn’t answer the security questions.”And then the...
Moving to Florida With a Guardianship? Here Is What the Court Requires

Moving to Florida With a Guardianship? Here Is What the Court Requires

by Trust Counsel | Mar 24, 2026 | Articles, Guardianship

You did the right thing. You went to court. You sat through hearings, completed the paperwork, passed a background check, and a judge in another state appointed you as your loved one’s legal guardian.Then life changed. Maybe you retired. Maybe the weather in the...
Securing Their Future: The Ultimate Guide to Special Needs Trusts in Florida

Securing Their Future: The Ultimate Guide to Special Needs Trusts in Florida

by Trust Counsel | Mar 19, 2026 | Articles, Trusts

As a parent or loved one, your primary goal is to ensure a lifetime of comfort, exceptional care, and unwavering support. Naturally, you want to leave a substantial inheritance to guarantee their quality of life.The Harsh Reality: Leaving money directly to a dependent...
How Florida Probate Can Freeze (and Kill) Your Family-Owned Business

How Florida Probate Can Freeze (and Kill) Your Family-Owned Business

by Trust Counsel | Mar 13, 2026 | Articles, Probate

If a business owner dies in Florida without a trust or operating agreement, the company often enters “legal limbo.” Operating accounts are frozen, leadership is void, and competitors can pick apart your client base while the court decides who is in charge....
What Happens to Your Miami Business If You’re Alive — But Incapacitated? Lessons from Jimmy Buffett’s Estate Planning

What Happens to Your Miami Business If You’re Alive — But Incapacitated? Lessons from Jimmy Buffett’s Estate Planning

by Trust Counsel | Feb 20, 2026 | Articles, Celebrity Estates, Estate Planning

Miami business owners often assume estate planning is something you do “later”—after the next expansion, after the next big deal, or after things slow down. But for business owners, estate planning is not just about what happens when you pass away. It’s also about...
6 Succession Planning Mistakes Miami Business Owners Make (And How to Avoid Probate)

6 Succession Planning Mistakes Miami Business Owners Make (And How to Avoid Probate)

by Trust Counsel | Feb 16, 2026 | Articles, Estate Planning

Miami business owners work hard to build companies that provide freedom, stability, and long-term legacy. But many business owners overlook one uncomfortable truth: without proper estate planning and succession planning, everything you’ve built can become vulnerable...
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