by Carol Grant | Dec 22, 2025 | Estate Planning, Will
Choosing a guardian in Florida requires naming them in your will, building a trusted relationship with your child, and preparing everyone involved for the responsibility. Naming a guardian in your will is the legal foundation, but it is only part of the job. Courts...
by Carol Grant | Oct 31, 2025 | Estate Planning, Probate, Will
Many Florida families worry about taxes when a parent leaves them property. Wondering what is the meaning of step-up in basis in plain English? It is a tax rule that can lower capital gains tax on inherited items like real estate or stocks by resetting the cost basis...
by Carol Grant | Jun 17, 2025 | Estate Planning, Probate
Many people think a will is enough for their estate plan. A will can name heirs, but it does not help avoid probate or protect privacy. This blog explains how adding a trust to your plan can solve these issues and more. Keep reading to learn if you might need both a...
by Carol Grant | May 16, 2025 | Estate Planning, Guardianship
Many people wonder, “Can a Power of Attorney withdraw money from a bank account?” This question often comes up when someone needs help managing their finances. A Power of Attorney gives an agent the legal ability to make financial decisions—but only within certain...
by Carol Grant | May 16, 2025 | Elder Law, Estate Planning, Probate, Will
Parents often worry about how to pass down their property without causing legal or tax troubles. In Florida, there are several ways to transfer real estate to children that avoid probate and protect assets. This guide explains these methods in simple terms, helping...
