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Estate Planning and Coronavirus

Often in consultations I have to make up hypothetical situations to illustrate the usefulness of lifetime documents like a durable power of attorney and a health care surrogate. If you’ve been in a consultation with me, you’ve probably heard the story of my broken...

What is a Joinder, Waiver, and Consent?

One question we get often is “I got this joinder, waiver, and consent- should I sign it?” Like many other questions we receive there is not a one size fits all answer. The answer will depend on a number of factors. These often include the relationships of the...

Estate Planning for Small Business Owners

If you are a small business owner in Florida, you need to have an estate plan. In the probate process, the treatment and distribution of an ownership interest in a small business can be complex and expensive. Depending on the structure and business type, the business...