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Month: June 2016

Adding pets to a Florida estate plan

As part of an estate plan, it may be a good idea to name a guardian to any pets an individual may have. Failing to do so could result in an animal being sent to a shelter where it may be scared and grieving at the same time. Depending on the situation, it may be a...

When to create an IRA trust

Florida residents who are preparing their estate plans may wonder whether they need to use a trust for their IRA. In most cases, assets in an IRA are passed down via a beneficiary designation after the death of the owner. The surviving spouse is usually the...


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