Florida Asset Protection: Tenants by the Entirety (TBE) Brokerage Accounts
Another Benefit of Marriage: How Fidelity, Vanguard, J.P. Morgan, Schwab, and other brokerage accounts fit with revocable living trusts and a holistic Florida estate plan
Key Takeaways Florida tenancy by the entirety can protect qualifying jointly owned property from a separate creditor...
Florida TBE Brokerage Accounts: Lawyer, Plan Thyself
My firsthand experience trying to establish tenancy-by-the-entirety accounts at Fidelity and Vanguard, with J.P. Morgan
Key Takeaways A brokerage account labeled “joint” is not necessarily owned as TBE. JTWROS and TBE are different ownership forms with different creditor consequences.
Florida Homestead as Asset Protection: What the O.J. Simpson Case Actually Teaches
A deep dive into how Florida’s homestead shield holds up (and where it doesn’t) with married couples, unrelated co-owners, children added to the deed, revocable and irrevocable trusts, land trusts, and Lady Bird deeds
Key Takeaways Florida’s homestead exemption really did keep...
Florida Homestead Protection and Property Tax Exemptions: What Every Homeowner Should Know Before the November 2026 Election
How one word in Florida law creates three separate protections for your home, and the ballot measure this November that could reshape one of them
Key Takeaways Florida’s constitution actually creates three...Previously Denied Veterans May Now Be Eligible for Benefits
Our military members dedicate their lives to protecting our country. When military veterans return from service, they deserve to receive medical care and compensation for the injuries they suffered as a result of their service. Veterans who suffer a service-related disability...