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Jun 12, 2026
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8 min read
Florida real estate investors hold rental property in trusts for a reason — privacy, creditor protection, easy beneficiary transitions. When it's time to sell and 1031 the proceeds into a replacement property, the same taxpayer rule turns into the first question every qualified intermediary asks. The answer depends entirely on what kind of trust holds title.
Jun 5, 2026
7 min read
Most Florida business owners and real estate investors believe two things about the annual gift tax exclusion that aren't quite right — and that misunderstanding is the single most common reason they fail to move wealth efficiently while they're still alive.
May 29, 2026
10 min read
A dynasty trust is an irrevocable trust for ultra-high-net-worth families, designed to hold assets for multiple generations without triggering federal estate tax or generation-skipping transfer (GST) tax at each generation. Properly funded and properly drafted, the same dollar can pass to your great-grandchildren — and beyond — without being taxed each time the wealth changes hands.
May 22, 2026
Sometimes it's the smartest move you can make, and sometimes it's the most expensive mistake in your estate plan.
May 15, 2026
6 min read
Most asset protection plans rely on one layer — usually a single-member LLC. That's a wall. The strongest plans don't look like walls. They look like Russian nesting dolls.
