Lumsden Law
๐๐จ๐ฎ๐ซ ๐๐๐ง๐ค ๐๐๐ฒ๐ฌ ๐๐จ๐ฎ ๐๐๐๐ ๐ ๐๐๐ฐ ๐๐๐๐จ๐ฎ๐ง๐ญ ๐๐จ๐ซ ๐๐จ๐ฎ๐ซ ๐๐ซ๐ฎ๐ฌ๐ญโ๐๐จ๐ฐ ๐๐ก๐๐ญ?
Have you been told by your bank that you can't simply retitle your account into your trust?
You're not alone.
This is something many clients encounter when funding their revocable living trust, and it can create unexpected questions about direct deposits, automatic payments, and account access.
In this video, I explain what this means, why banks sometimes require it, and what you should consider before making the change.
Have questions about funding your trust? Contact Lumsden Law to schedule a consultation and make sure your plan is working the way it's intended.
๐ https://lumsdenlawfirm.com/contact-us/โ
06/20/2026
๐๐ง๐จ๐ญ๐ก๐๐ซ ๐๐๐ฉ๐ฉ๐ฒ ๐๐ฅ๐ข๐๐ง๐ญ, ๐๐ง๐จ๐ญ๐ก๐๐ซ ๐
๐๐ฆ๐ข๐ฅ๐ฒ ๐๐ซ๐จ๐ญ๐๐๐ญ๐๐
There is no greater compliment than knowing a client felt supported, informed, and confident throughout the estate planning process.
At Lumsden Law, we strive to make complex legal matters easier to understand while providing personalized guidance every step of the way.
Thank you to our clients for trusting us with some of life's most important decisions. We are grateful for the opportunity to help families plan for the future and protect what matters most.
If you've been thinking about creating or updating your estate plan, we'd be happy to help. Contact Lumsden Law to schedule a consultation and learn how we can assist you.
๐ https://lumsdenlawfirm.com/contact-us/โ
06/19/2026
๐๐ฉ๐๐๐ค๐ข๐ง๐ ๐จ๐ง ๐ญ๐ก๐ ๐๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐๐ ๐จ๐ ๐๐ซ๐จ ๐๐จ๐ง๐จ ๐๐๐ซ๐ฏ๐ข๐๐
โ๏ธ Had the opportunity to serve as a guest speaker at the Legal Aid Society of the Orange County Bar Association's Summer Soiree a few weeks ago.
The event brings together approximately 50 new attorneys and introduces them to the opportunities and benefits of incorporating pro bono work into their practice.
It was great to be part of the conversation and share insights on the value of serving the community through the legal profession.
One of my favorite photos from the evening is with the event's emcee, the Senior Staff Attorney of Pro Bono Engagement for the Legal Aid Society of the Orange County Bar Association.
Thank you to the Legal Aid Society and the Orange County Bar Association for the invitation and for hosting such a valuable event.
๐ก ๐๐จ๐ฎ๐ฅ๐ ๐ ๐๐๐๐ฒ ๐๐ข๐ซ๐ ๐๐๐๐ ๐๐๐ฅ๐ฉ ๐๐จ๐ฎ ๐๐ฏ๐จ๐ข๐ ๐๐ซ๐จ๐๐๐ญ๐?
A Lady Bird Deed can be a powerful tool for Florida homeowners who want to keep their property out of probate while maintaining complete control of it during their lifetime.
But before you sign one, there are important factors to considerโespecially if your property has an outstanding mortgage.
In this video, I explain how Lady Bird Deeds work, their benefits, and why it's important to understand the potential risks before moving forward.
Thinking about using a Lady Bird Deed as part of your estate plan? Schedule a complimentary consultation with Lumsden Law to discuss your options and determine whether it's the right strategy for your situation.
๐ https://lumsdenlawfirm.com/contact-us/
06/10/2026
๐๐ก๐๐ญ ๐๐จ๐ฎ๐ฅ๐ ๐๐จ๐ฎ ๐๐๐ง๐ญ ๐๐จ๐ฎ๐ซ ๐
๐๐ฆ๐ข๐ฅ๐ฒ ๐ญ๐จ ๐๐ง๐จ๐ฐ ๐๐๐จ๐ฎ๐ญ ๐๐จ๐ฎ๐ซ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ?
If something happened to you today, would your family know:
โข Where your business bank accounts are?
โข Who your key clients are?
โข What contracts are active?
โข How payroll gets processed?
โข Who to call first?
Most business owners carry this knowledge in their head โ and nowhere else.
An estate plan for business owners isn't just about legal documents. It's about making sure the people you love aren't left scrambling.
๐ฌ What's the ONE thing you'd want your family to know about your business if you couldn't tell them? Share below.
If you're ready to put it all in writing, Lumsden Law can help. โ๏ธ
๐ https://lumsdenlawfirm.com/contact-us/
06/08/2026
๐
๐ฅ๐จ๐ซ๐ข๐๐'๐ฌ ๐๐ฎ๐ฆ๐ข๐๐ข๐ญ๐ฒ ๐๐ฌ ๐๐ข๐ฌ๐ข๐ง๐ โ ๐๐จ ๐๐ฌ ๐ญ๐ก๐ ๐๐ซ๐ ๐๐ง๐๐ฒ ๐ญ๐จ ๐๐ซ๐จ๐ญ๐๐๐ญ ๐๐จ๐ฎ๐ซ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ
May in Central Florida means one thing: it's about to get very hot, very fast. โ๏ธ
For business owners, this is also a natural checkpoint. You're halfway through the year. Contracts are in motion. Revenue is flowing.
But have you taken the time to protect what's generating all of that?
As hurricane season approaches, now is the time to:
โข Review your estate plan for business assets
โข Confirm your power of attorney is current
โข Ensure your insurance and legal documents are aligned
โข Have the succession conversation with your partner or family
Don't wait for a storm โ literal or otherwise โ to force the issue.
๐ https://lumsdenlawfirm.com/contact-us/
06/05/2026
๐๐๐ฏ๐ ๐๐จ๐ฎ ๐๐๐ฆ๐๐ ๐๐จ๐ฆ๐๐จ๐ง๐ ๐ญ๐จ ๐๐ฎ๐ง ๐๐จ๐ฎ๐ซ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐ ๐๐จ๐ฎ'๐ซ๐ ๐๐ฎ๐๐๐๐ง๐ฅ๐ฒ ๐๐ง๐๐๐ฅ๐ ๐๐จ?
Quick poll for business owners:
If you were suddenly unable to work โ hospital stay, serious injury, unexpected health crisis โ is there someone legally authorized to step in and run your business?
There's no shame in answering C. Most business owners haven't.
But the gap between "someone could probably figure it out" and "someone is legally authorized to act" is the difference between business continuity and chaos.
If your answer is B or C, let's close that gap. โ๏ธ
๐ https://lumsdenlawfirm.com/contact-us/
06/02/2026
๐๐ก๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ฌ๐ญ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ-๐๐ฐ๐ง๐ข๐ง๐ ๐๐จ๐ฎ๐ฉ๐ฅ๐๐ฌ ๐๐ฏ๐จ๐ข๐ โ ๐๐ง๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ
"What happens to the business if something happens to me?"
It's the question that sits in the back of every business-owning couple's mind โ and the one most couples never actually sit down to answer.
Not because they don't care. Because the conversation feels too heavy. Too morbid. Too "we'll deal with it later."
But here's the reality: later doesn't wait.
If one spouse runs the business and the other doesn't know how it operates, doesn't have legal authority to access accounts, and hasn't been named in the right documents โ "later" becomes a crisis.
Having this conversation โ and documenting it legally โ is one of the most loving things you can do for each other.
Lumsden Law helps couples turn difficult conversations into clear, actionable plans. โ๏ธ
๐ https://lumsdenlawfirm.com/contact-us/
05/29/2026
๐๐ฎ๐ซ๐๐๐ฅ๐ ๐๐จ๐ฐ๐๐ซ ๐จ๐ ๐๐ญ๐ญ๐จ๐ซ๐ง๐๐ฒ ๐ฏ๐ฌ. ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ ๐ซ๐๐๐ฆ๐๐ง๐ญ๐ฌ: ๐๐ก๐๐ญ ๐๐จ๐ฏ๐๐ซ๐ฌ ๐๐ก๐๐ญ?
Many Florida business owners assume their operating agreement covers incapacity. It usually doesn't.
Here's the difference:
๐ Operating Agreement / Bylaws
Governs internal business decisions โ voting, profit sharing, management structure. May or may not address what happens if a member becomes incapacitated.
๐ Durable Power of Attorney (DPOA)
A personal legal document that gives a trusted person authority to act on YOUR behalf โ including managing your interest in a business โ if you become unable to do so.
Without a DPOA, your spouse or family may not have the legal authority to step in, even if they know how to run the business.
You need both. And they need to work together.
If you're not sure whether your documents are aligned, Lumsden Law can help you review them. โ๏ธ
๐ https://lumsdenlawfirm.com/contact-us/
05/27/2026
๐๐ก๐๐ญ ๐๐๐ฉ๐ฉ๐๐ง๐ฌ ๐ญ๐จ ๐๐จ๐ฎ๐ซ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐ ๐๐จ๐ฎ ๐๐๐๐จ๐ฆ๐ ๐๐ง๐๐๐ฉ๐๐๐ข๐ญ๐๐ญ๐๐?
Most business owners plan for growth โ but not for the scenario where they suddenly can't work.
If you were in a serious accident or suffered a medical emergency tomorrow, who would:
โข Sign checks and pay employees?
โข Make decisions about clients and contracts?
โข Access business bank accounts?
โข Keep daily operations running?
Without a durable power of attorney and an incapacity plan built into your trust, your family may need to go through court โ a process that can take weeks or months while your business suffers.
For business owners who are the sole operator, this is especially critical. Your family may have no legal authority to act.
Don't wait until it's too late. Schedule a consultation with Lumsden Law.
๐ https://lumsdenlawfirm.com/contact-us/
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