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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
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    • Schedule Online
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    • FAQs – Trust Funding
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 4 Critical Estate Planning Tasks to Complete Before Going on Vacation

by Trust Counsel | May 3, 2019 | Articles, Estate Planning, Guardianship, Kids Protection Planning, Probate, Vacation / Travel

4 Critical Estate Planning Tasks to Complete Before Going on Vacation Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for the...

Dementia and Guns: A Tragedy Waiting to Happen

by Trust Counsel | Jan 11, 2019 | Articles, Guardianship

It’s common for families of those with Alzheimer’s and other forms of dementia to realize that at some point, their loved one shouldn’t be allowed to drive. But fewer people are aware they should exercise the same level of caution when it comes to restricting...

Who Should Khloé Kardashian Choose as Legal Guardian For Her Child—One Instance Where ‘Keeping Up With the Kardashians’ Might Be A Good Idea

by Trust Counsel | Sep 28, 2018 | Articles, Family, Guardianship

  You might not be a big fan of their typical life choices, but the Kardashians recently demonstrated impressive wisdom in protecting their minor children using estate planning. During a recent episode of Keeping Up With The Kardashians, Khloé Kardashian was preparing...

Defining the Legal Relationship Between Grandparents and Their Grandchildren

by Leslie Marenco | Apr 21, 2017 | Articles, Estate Planning, Guardianship, Health Care Directive, Kids Protection Planning

  Raising a grandchild (or even spending a lot of time with your grandchild while his or her parents work) can be fraught with legal and financial complications. Lacking many of the inherent rights parents have, grandparents who are responsible for the care of...

5 Common Mistakes Miami Parents Make When Naming Guardians for Their Kids

by Leslie Marenco | Jan 27, 2017 | Articles, Estate Planning, Guardianship, Kids Protection Planning, Wills

  Did you know that according to South Florida Parenting, 69% of parents have not named legal guardians for their kids in case something happens to them?  Parents fail to nominate guardians for many reasons.  Some don’t know they need to.  Some don’t because it...

ABLE Accounts: A Powerful New Planning Tool for Families with Special Needs Children

by Leslie Marenco | Jun 30, 2016 | Articles, Estate Planning, Guardianship, Special Needs Planning

Thanks to advances in medical treatment and the development of assistive technologies, individuals with special needs are living longer and more productive lives today, than ever before. While this is positive news, it presents a unique set of estate planning...
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