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Month: September 2017

Advantages of planned giving

Florida residents who are creating an estate plan might want to consider a planned gift. Planned giving refers to making charitable donations, and it offers a number of benefits to various parties. Tax benefits are one advantage. Options include charitable reminder...

Estate executors and wine cellars

People living in Florida are often concerned about estate planning issues. In many cases, the primary concern is ensuring that investments are liquidated, cash assets are distributed and any personal effects go to the appropriate friends and family members. In some...

Naming successor trustees important

Floridians who are beginning to think about estate planning may want to try to avoid the probate process. One way for people to pass their assets on to successive generations is by establishing trusts while they are still alive. It is important to be careful when...

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