Estate Planning

Together we’ll map out a game plan allowing you to focus your attention on your loved ones

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Complex and traditional real estate transactions in south florida

Wills & Trusts

Achieving the best legal result for you and your family

Category Archives: Estate Planning

Estate Planning for Same-Sex Unions in Florida

Two Platinum or Silver Rings - Reflected Candles The US Supreme Court, in United States v. Windsor, 133 S. Ct. 2675 (2013) recently held that for purposes of applying federal law, same-sex married couples residing in a jurisdiction that recognizes same-sex marriages (like New York) are to...
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What’s Portability?

More than a fancy word, there are two portability programs I discuss frequently with folks: 1. The Florida Portability Transfer of Homestead, where beginning in 2008 Florida homeowners can transfer (or port) the savings they’ve accumulated (known as the Homestead Assessment Difference) to another homesteaded property, up to $500,000. 2. The Federal estate planning device...
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* Estate Planning with Religion in Mind *

According to many surveys, 95 percent of Americans believe in G-d or some type of higher power. While some define religion as a belief in G-d, not all religions do. For some, spirituality may be a vital part of their lives, but not include a belief in G-d. Whatever your religious views or spiritual nature,...
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