Home Sweet Florida Home: Establishing Your Domicile in Florida

By Jennifer L. Fulton, Esquire   There’s no place like home . . . and from an estate and tax planning perspective, there is no place to call home like Florida.  In addition to all that sunshine, Florida has no state income, fiduciary, estate or inheritance tax, and offers strong constitutional homestead creditor protection, making it...
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What’s All the Fuss about Trusts?

By Jennifer L. Fulton, Esquire A revocable living trust is part of a complete basic estate plan.  Once drafted, it also has to be funded. Why would anyone want to go to all that work?  The reason many attorneys favor including a revocable living trust is because, together with the other tools in a basic...
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Estate Planning for the Digital Age

By Jennifer L. Fulton, Esquire   While often overlooked, most people today have “digital” assets that should be reviewed upon death.  These digital assets could include email and social media accounts, online photo storage, online portals to health and financial information, frequent flyer miles and credit card points, streaming services, and even cryptocurrency. But why bother accessing...
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Raise a Glass: To the Health of Your Estate Plan

By Jennifer L. Fulton, Esquire   Happy New Year!  As we ring in 2020, most of us set goals for living intentionally in the new year.  If you don’t have an estate plan, make it a New Year’s resolution to take care of it for yourself and your family this year.  If you have one, now...
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