Attorney Matthew Noyes hosts FLALAW on the Radio for an in-depth conversation with Adam Rauman, Owner of the Preservation Law Firm in Largo, about estate planning, probate, asset protection, and planning strategies for Florida families and small business owners. In this episode, Adam shares how his unique background as both a licensed financial advisor and an attorney shapes his approach to estate and asset planning. We discuss the core mission of Preservation Law Firm and the services they provide to families and businesses throughout Largo and the Tampa Bay area.
Topics covered include:
- The most common estate-planning mistakes and how to avoid them
- Wills vs. revocable living trusts in Florida
- Powers of attorney and advance directives—what everyone should have
- Properly titling property, including joint tenancy by the entirety
- Long-term care planning and strategies to preserve assets
- The Florida probate process, timelines, costs, and how to minimize probate
- Special-needs planning and special-needs trusts
- Asset protection strategies for individuals and business owners
- Business succession planning and buy-sell agreements
- Coordinating estate plans with tax and investment strategies
- Working with accountants, financial planners, and other advisors
If you’re a Florida resident, business owner, or family looking to better understand estate planning, probate, or asset protection, this episode provides practical guidance you can use.
To learn more, watch the video below or listen to this episode on Spotify!