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Funding, Funding, Funding
In this video, Cindy discusses the importance of funding your trust if you want to avoid probate. Other articles/videos you may find interesting: The Importance of Obtaining Date of Death Values When There’s No One You Trust to Serve Ready to make sure everything’s in …
Florida Real Estate and the Death of a Spouse
In this video, Cindy discusses the importance of recording certain documents in the county public records after the death of a co-owner or co-trustee. Other articles/videos you may find interesting: Second Marriage? Appoint a Professional Successor Trustee What Happens to My Cars at Death? Ready …
FTC Warns About Timeshare Exit Companies
We get a lot of calls from clients wondering how to get out of a timeshare contract. There are a lot of companies out there that claim they can help. But some are pure scams. Read this article from the Federal Trade Commission (FTC) with …
Dementia and Durable Powers of Attorney
In this article, Cindy discusses the importance of contacting an estate planning attorney for an updated Durable Power of Attorney BEFORE dementia has progressed too far. Other articles/videos you may find interesting: Banking Roadblocks with Trusts Guns and Dementia: A Difficult Topic Ready to make …
The ATF Changes the Rules for Pistol Stabilizing Braces. Again.
Updated January 24, 2023 Trying to figure out where the laws and rules stand with the ATF is like playing whack-a-mole. Just when you think you’re complying with that fiefdom’s arbitrary proclamations, it changes its collective mind and now your legally purchased firearms are essentially …
Help! My Bank Says I Need a Tax ID Number for My Trust!
I get calls like this far too frequently. After you sit down with your estate planning attorney and create a revocable living trust, you have to take steps to “fund” your trust – in other words, to re-title all of your non-qualified assets so they’re …
Will My Executor Have to Post a Probate Bond?
In this video, Cindy discusses whether your Personal Representative (Executor) will have to post a probate bond and how you can avoid it. Other articles/videos you may find interesting: Important Facts about your Veterans’ Burial Benefits How Do I Sell Dad’s Guns? Ready to make …
Remembering Terry Schiavo; Why We Create Living Wills
If you’re old enough, you may remember hearing about the horrific battle over the life of a 26-year old St. Petersburg, Florida, woman, Terry Schiavo. Terry collapsed on February 25, 1990 from undetermined causes, and although she was eventually resuscitated, she suffered severe brain injury …
Do I Have Liability for an Adult Living in My Home?
In this video, Cindy discusses whether you could incur liability when an adult living in your home – whether your adult child, a parent, a sibling, a friend – dies with debts or needs medical care. Other articles/videos you may find interesting: How Prenups and …
Can You Get Social Security Disability Benefits for Obesity?
Before this new ruling, obesity was not a Medically Determinable Impairment (MDI) for the purposes of SSDI benefits.



You wonder whether your granddaughter will think of you fondly when you’re not around anymore.
You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.
Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.