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Recent Posts
Your Name Is on the Mortgage. But Is It on the Title?
They are not the same thing — and confusing the two can have serious consequences for your rights to your own home. It happens more often than you might expect. A client walks into my office, grieving, stressed, or in the middle of a family dispute, and they say it:
The 65-Day Rule: One of the Most Powerful Trust Tax Strategies
With tax day upon us, I thought it When it comes to trust administration, timing can determine who ultimately pays the tax. The “65-Day Rule” gives trustees a limited opportunity after year-end to make strategic decisions that can significantly reduce tax liability. What Is the 65-Day Rule? The 65-Day Rule
How to Set Healing Goals While Navigating Grief and Loss
Words by: Annabelle Harris Miami residents facing family loss often have to keep moving while grief pulls focus in the opposite direction. For grieving individuals, the emotional challenges of grief, shock, fatigue, anger, numbness, and guilt, can make basic decisions feel heavy, and legal responsibilities can add pressure at