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Being a Responsible Trustee Minimizes Risk

October 1, 2008 Trusts & Estates

Getting started as a trustee means familiarizing yourself with your new responsibilities. Carrying out these responsibilities throughout the trust administration is the key to reducing your risk of serving as a trustee. In Florida, a trustee is governed by the terms of the trust agreement, the provisions of Florida law,…

Tax Law Changes Benefit Estate Plans

February 8, 2006 Trusts & Estates

Changes in the transfer tax laws effective January 1, 2006, will benefit many estate planning clients. However, these increases may cause some unintended results. For this reason, this is a good time for clients to review their estate plans to be sure that their goals are still being met under…