Primary vs. Contingent Beneficiaries: What Central Florida Residents Need to Know
July 22, 2025 Mary Conte
Naming both primary and contingent beneficiaries makes sure your assets end up where you want, even if your first choice can’t receive...
Choosing Your Beneficiary: A Helpful Guide for Central Florida Residents
July 22, 2025 Mary Conte
Choosing your beneficiary in Central Florida requires understanding Florida’s unique laws, including homestead exemptions, elective share rights,...
When Family Betrays Trust: Challenging a Fraudulent Power of Attorney in Central Florida
July 17, 2025 Mary Conte
When a loved one betrays your trust, the damage runs deeper than financial loss—it tears families apart. This real-life case from Winter...
Do You Need an Attorney to Put Your House in a Trust in Florida? What Homeowners Must Know in 2025
June 25, 2025 Mary Conte
Owning a house in Florida is a big achievement. Many people want to protect that property for future generations. Some families view living...
What Happens to My Mortgage When I Put My House in a Trust in Florida?
June 25, 2025 Mary Conte
Millions of Florida homeowners wonder what happens to their mortgage when they move their house into a trust, especially those focused on protecting...
How to Set Up a Holding Company in Florida: Step-by-Step Guide for New Business Owners
June 13, 2025 Mary Conte
Starting a holding company in Florida can be a smart strategy for protecting your assets and organizing multiple businesses under one umbrella. A...
Holding Company vs. Operating Company: Choosing the Best Structure for Your Business
June 13, 2025 Mary Conte
Choosing the right structure for your business can be a pivotal decision. You may wonder whether a holding or operating company suits your needs....
Estate Planning in Florida: Understanding Gift Tax & Exemptions for Effective Wealth Transfer
May 21, 2025 Mary Conte
If you're planning your estate in Florida, you've probably wondered about gift taxes and exemptions. Florida doesn't have its gift tax, but...
Florida Holding Companies: Benefits, Risks, and Tax Advantages Explained
May 21, 2025 Mary Conte
Florida is a go-to spot for business owners looking to protect assets and reduce liability. A Florida holding company can shield personal...
