Blog
Reasons Why Estate Planning Is Crucial for Parents with Minor Children
When most people hear the term estate planning, they often associate it with the elderly or the ultra-wealthy. But if you're a parent with young children, estate planning isn’t just important—it’s essential. In fact, it may be even more critical for families with...
Why You Should Update Your Estate Plan When Moving to Florida
If you’ve recently moved to Florida, updating your estate plan should be a top priority. While your existing documents may still be valid, Florida’s unique laws can significantly impact how your estate is handled. Here’s what you need to know: Florida Has Different...
How to Hurricane-Proof Your Estate Plan
When preparing for hurricane season, most people think about securing their homes, stocking up on supplies, and checking weather forecasts. While those steps are essential, there’s another area that often gets overlooked - your estate plan. In the chaos of a natural...
The Essential Guide to Talking to Your Parents About Estate Planning
(Without the Awkwardness) Introduction Talking to your parents about estate planning might not be your idea of a casual conversation, but it's one of the most important talks you'll ever have. Discussing wills, trusts, power of attorney, and healthcare directives...
How to Avoid Probate in Florida
Wondering how to avoid probate in Florida and pass your assets smoothly to your loved ones? You’re not alone. Probate can be time-consuming, expensive, and emotionally draining for families. Fortunately, with smart estate planning, Florida residents can keep their...
What is the Difference Between a Will and a Trust?
If you're starting your estate planning journey, you've likely asked yourself: Do I need a will or a trust? Understanding the difference between these two essential legal tools can make all the difference when it comes to protecting your assets, avoiding probate, and...
Why a Pre-Occupancy Agreement Matters
In Florida’s fast-paced and competitive real estate market, it is increasingly common for buyers to ask if they can move into a property before closing. Whether relocating from out of state, coordinating a lease termination, or facing time constraints, these early...
Capital Gains, Step-Up in Basis, and Your Florida Investment Property
Florida is a popular destination for real estate investors, and not just because of the sunshine and beaches. The state’s favorable tax environment—especially around capital gains—offers some unique advantages for property owners. If you own investment property in...
Capital Gains, Step-Up in Basis, and Gifting Property: What Florida Property Owners Need to Know
Florida real estate is not just a sunny lifestyle choice—it’s also a powerful investment. But when it comes to passing on your property, the how and when can have a major impact on your family's tax liability. Whether you're thinking about gifting your property now or...
The Empire That Vanished Overnight: A Cautionary Tale of a Business Owner Without a Succession Plan
By Danielle Vaughn, Board Certified Real Estate Attorney When a successful business owner passed away unexpectedly, what followed was a harsh and heartbreaking lesson in the importance of succession planning. Multiple businesses that had taken years to build were...
Get in touch with us

Address
350 Corey Avenue, St.
Pete Beach, FL 33706