top of page
Recent Posts
Archive
Tags
When a Trust Misses the Mark: Why Purpose and Funding Must Align
A trust is a legal arrangement that allows a designated person, known as a trustee, to manage assets on behalf of beneficiaries. These...
Can a Trustee Pay for a Beneficiary’s Child’s College Tuition? Understanding Fiduciary Duty in Florida Trusts
A well-meaning trustee may want to use trust funds to pay for a beneficiary’s child’s college tuition—but in Florida, that generous gesture could violate fiduciary duty. Learn why trust terms must be followed precisely and how to avoid legal pitfalls.
10 Estate Planning Myths You Need to Stop Believing
Clearing Misconceptions for Confident Estate Planning Estate planning doesn't have to be a maze of confusion or reserved only for the...
bottom of page