Spendthrift Trust? No clue! Sure, you love your family. You want to provide for them and make sure they are taken care of after you are gone. But that doesn’t mean you have to trust your loved ones to be wise money managers. Some people simply aren’t good with money. Some have had bad breaks in...
An Estate planning mistake can be disastrous No one likes to spend time thinking about who will get their assets after they die, which is one of the reasons why so many people put off estate planning until later in life. But it doesn’t have to be a depressing or morbid undertaking. Avoid an estate planning...
How often does someone ask, "Is there an estate planning attorney near me?" Most people assume that estate planning can be put off until they reach middle age. While it’s true that older individuals will be concerned about how a lifetime of assets should be distributed, there are good reasons to start the process when you...
An executor is a key component in an estate plan. In the state of Florida, we formally refer to that person as the Personal Representative. He or she is entrusted with safeguarding the property of a deceased person until all taxes and liabilities have been paid, and then disbursing the rest to the designated and/or eligible...
Talking to loved ones about estate planning is never easy, but it should be dealt with sooner rather than later to open the lines of communication. Here are some tips for approaching the subject in a way that is more comfortable for everyone involved. Think about how you bring it up Talking about life planning can...
Estate planning is a subject that many people avoid. It requires thinking about their mortality, which is something that none of us like to acknowledge. But the truth is that none of us are going to live forever. And so, you have a choice: put an organized and strategic estate plan together or simply sit back...
For many people, creating a will can be a difficult process. Obviously it is hard for anyone to think about their own eventual passing, and it is also often hard to make decisions about who will get what. One thing that can be even more difficult than creating your own will, however, is working with a...
When doing any type of estate planning, there are many factors that you need to consider. Determining where you want your assets to go after you’re gone can be very stressful, but it is also very important. Equally important is going to be how the assets are actually distributed. In many cases, they have to go...
An irrevocable or revocable living trust can be one of the very best devices for passing assets on to your loved ones someday. Read through the following four benefits of having a living trust to see if it could be right for you. Please contact us if you’d like more information! Benefits of an Irrevocable or Revocable...
It is never too early to start planning out what you want to happen when you pass away. In general, the earlier you start planning, the easier it will be. One estate planning tool that is helpful for many people is known as a “Living Trust.” In this blog entry, we look at five important steps...
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