Blog
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...
The High Cost of a Bad Lease: What Every Landlord Needs to Know
Avoiding Legal Headaches with Residential Tenants As a small landlord, you're not just managing property—you're running a business. Whether you have one unit or a dozen, your lease agreement is your most important legal tool. It's what protects your income, your time,...
When the Boss Goes Silent: A Story of Business Interrupted
It was a typical Monday morning at a thriving small business. The team was settling in, preparing for a big client launch later that week. Everything was running smoothly—until it wasn’t. By mid-morning, the business owner had suffered a sudden medical emergency and...
The Hidden Costs of Not Updating Your Estate Plan After a Florida Move
Relocating to Florida has its perks—sunshine, ocean breezes, and no state income tax. But while you’ve unpacked the boxes and settled into your new life, have you updated your estate plan? Failing to revise your estate plan after a move to Florida can lead to costly...
Get in touch with us

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