Our Perspective

Loading

Insights - October 21, 2026

National Estate Planning Awareness Week: Why Reviewing Your Estate Plan Matters Continue Reading

Insights - July 28, 2026

Walking the Balance Beam of Fla. Stat. § 738.409: Allocating Payments From An Individual Retirement Account To A Trust Continue Reading

Insights - July 23, 2026

Building a Legally Defensible Record: A Planner's Role Before, During, and After the Hearing Continue Reading

Insights - March 26, 2026

UPDATE: FinCEN Residential Real Estate Rule Reporting Suspended Continue Reading

Insights - February 9, 2026

A Beautiful Bill by Any Other Name and What It Means for Individuals, Trusts and Estates Continue Reading

Insights - January 9, 2026

Florida Homestead Traps and How to Navigate Them Continue Reading

Insights - November 13, 2025

Relocating to Palm Beach County Continue Reading

Insights - October 16, 2025

Rogue and Fraudulent Deeds in Florida: Protecting Your Property Rights Continue Reading

Insights - September 10, 2025

Due Diligence to Done Deal: How Data Rooms Facilitate the M&A Process Continue Reading