Christopher K. Caswell Law Blog

Recent articles (including in the New York Times) have discussed the long-term ineffectiveness of financial and wealth plans due to the effect of the outside independent events, changes in the law, changes in financial instruments and strategies and changes in family circumstances over the years covered by the plan. BUT the same articles recognize the value of "planning".... Read More

Now is the time to act to establish residency in Florida prior to the next tax year. There are two steps that must be taken, the first of which must be completed by the end of the year.... Read More

When a foreign buyer of real estate in the United States thinks about buying US real property, it is just the beginning of a complicated and confusing journey through real estate advice, legal advice and accounting and bookkeeping advice. So what is the one word?... Read More

Many children, siblings and even friends are named as successor trustees in revocable living trusts. Most of them may not even know it, and even more have no idea what it means. Perhaps they are grateful for the recognition, or maybe they are eager to help if called upon. But do they know what they will have to do when they become the trustee?... Read More

Businesses are usually the largest asset of a business owner. But most owners tend to keep their head down, work hard to meet payroll and other obligations, maneuver through the minefield of contractual and employee relationships, and in the end strive to make a profit and even leave their mark on the world.... Read More

Why should you consider using a "defective" trust? Because it may be the most "effective" method of handling assets in your taxable estate... Read More

Wealth planning for unmarried couples is more complicated than planning for a single person or a married couple. We can speak to groups and individual couples about these issues to make sure they understand their wealth plan and asset ownership and transfer issues after a death. Let us know who we can help with the following type of issues.... Read More

How do we care? A good closing can be an enjoyable experience. We try to avoid the drama that seems to be the result when expectations are misunderstood or not met. Read ON ...!... Read More

When purchasing property in the United States, and particularly in Florida, it is important to purchase title insurance. Purchasing property is an investment and title insurance protects that investment. When it comes to chains of title, forged signatures, improperly executed or recorded documents and other title problems, the title insurance commitment and policy will alert you to any defects and establish the necessary solutions, or if necessary, compensate you... Read More