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Month: May 2017

Creating a spendthrift trust

Florida residents who are creating an estate plan may be concerned about leaving money to an adult child or another loved one who they believe may be financially irresponsible. One possible solution for this is a spendthrift thrust. This type of trust might also...

Some duties of an executor

Florida residents who have been named as executor under a will may wonder what their duties are when the testator dies. As fiduciaries for the beneficiaries and the testator's estate, they must locate, value and secure all assets. This process will vary. Some assets...

Keeping wealth in the family

Florida residents who are creating an estate plan might be concerned about keeping the wealth in the family and protecting it in case one of their children gets a divorce. The first step may be to simply to discuss the estate plan and the need to preserve wealth with...


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