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Business, estate planning, asset protection, and real estate lawyer based in Orlando, Florida.
Aug 28, 2026
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7 min read
The $93 trillion that mostly stays put
Aug 21, 2026
Plus: The $157 billion nobody underwrites; immigration crackdown comes to mortgage applicants; and culture grows from seques.
Aug 14, 2026
The first-time buyer is now 40, and three other handoffs that aren't happening
Jul 31, 2026
8 min read
The biggest federal housing law in a generation affects builders who have already decided not to build, reverse mortgages are turning up in late-life divorce settlements, and the best-drafted plan in Florida still fails if nobody was told it exists.
Jul 24, 2026
9 min read
Younger buyers are paying record money for boomer HVAC and plumbing shops, AI is quietly repricing every Florida listing, and the clients planning to leave the U.S. are treating a structuring problem like a moving problem.
Jul 17, 2026
A valuation brand that wants to tell every homeowner what their house is worth. The $21 billion that moved here while other states argued about why. And the information locked in your head that your family will need on the worst day of their lives.
Jul 10, 2026
6 min read
This week is about the gap between what something is called and what it actually holds. A bill that could unfreeze senior home equity, a billionaire whose collateral was mostly mud, and a tax status that only works if the hours behind it are real.
Jul 3, 2026
and, the starter home is dying — so build a different door
Jun 12, 2026
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
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
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.
May 8, 2026
5 min read
Most Florida business owners have built parts of a plan — an LLC here, a will there, rental property they've been meaning to restructure. What they don't have is a system. Without a system, each piece works in isolation, leaving gaps that judgment creditors and probate courts are well-equipped to find.
May 1, 2026
For married couples in Florida, how you title assets can determine whether a creditor can take them. Tenancy by the entirety (TBE) is one of the strongest and most overlooked asset protection strategies Florida and a few other states offer.
Apr 24, 2026
Most asset protection plans fail for one reason: they don’t distinguish between where liability starts. Understanding inside vs. outside creditors is the difference between a structure that holds—and one that collapses under pressure.
Apr 17, 2026
While a plethora of information is available in books, podcasts, seminars, and social media advising buyers on how to use seller financing to their advantage, very little exists out there to inform sellers on the best practices they should follow when selling their real estate with seller financing. This post addresses that issue, and our new seller-financing evaluator on our website is a tool to bring those lessons to life.
Apr 10, 2026
13 min read
Many Florida homeowners mistakenly believe their home isn’t protected from creditors unless they’ve filed for the homestead tax exemption with their county property appraiser. That misunderstanding can lead to unnecessary panic—and poor legal decisions.
Mar 27, 2026
12 min read
Many people think their will or trust controls who gets what after death. Not always. For retirement accounts, life insurance, and many annuities, the beneficiary form usually controls. That means a tiny phrase on a form can decide whether a deceased child’s share passes to that child’s kids—or vanishes into the shares of surviving siblings.
Mar 20, 2026
Yesterday, March 19, the US District Court for the Eastern District of Texas, Tyler Division, vacated FinCEN's Residential Real Estate Reporting Rule that required reporting of all beneficial owners of trusts and entities that were transferees of residential real estate in non-financed (no-bank-involved) transactions.
For various reasons, business owners ask us about moving their LLC from or to another state. It requires a conversation, but we can usually determine one of the four different ways to accomplish the feat, or whether it's a smart move in the first place.
Mar 13, 2026
Spending a lot of time, money, and energy on creating the perfect asset protection, business succession, and estate planning strategies is worthless if it all ends in a brawl of family members after you're gone. To head off conflict, many families are holding meetings to explain the why and how of their plans before they're gone.
Mar 6, 2026
Social media influencers, creators, and other public figures often don't realize that -- if they own real estate in their name or an LLC where their information is attached to the entity -- then their name and address are freely available on the Internet for stalkers, disgruntled business partners, and lawsuit hunters to track them down. Read on to find out how to keep that information out of the public eye while you stay in it.
Feb 27, 2026
FinCEN’s new Residential Real Estate Reporting Rule (effective March 1, 2026) targets non-financed transfers of residential real property to entities and trusts. Many investors using Florida land trusts are asking: Does moving property into a trust now trigger federal reporting?
Feb 20, 2026
17 min read
Florida’s new Series LLC statute gives investors and business owners a flexible, modern tool to organize multiple ventures or properties under a single parent LLC while insulating each one’s liabilities efficiently and cost-effectively as long as they pay careful attention to formation and ongoing compliance.
