Estate planning and what goes into it is probably the furthest thought from your mind right now. It could be that you imagine yours would only contain official-looking paper with the words "Last Will and Testament" printed across the top. While a will is generally...
Estate Planning
Estate planning and revocable trusts
The benefits of estate planning affect more people in today's economy than ever before. Still, when most people hear the words "trust fund" they think of a wealthy individual setting vast sums of money aside for distribution to specified beneficiaries after their...
Estate Planning – the right time to create or review your estate plan
Estate Planning - When is the right time to create or review your estate plan? We all know people who believe that you can plan too much, and tell you to "live in the moment." But attorneys with experience in estate planning in Florida know the benefits of taking a...
Estate administration can have tax implications even with reforms
Estate administration and tax implications from recent tax reforms are extremely important matters. Now that the end-of-year holidays are behind us tax season is in full swing. As you may know, 2018 is the first year in which the full effects of recent tax reforms...
Estate planning includes much more than asset distribution
Many believe the only goals of estate planning are to account for an individual's assets, and the distribution of a person's estate to intended heirs and beneficiaries. A comprehensive view of estate planning encompasses a broad scope of matters - including questions...
Ending guardianships in Florida
Florida residents who ready are to relinquish their guardianship duties should make sure that they take the proper steps. Guardianship duties can be relinquished if the court restores some or all of the ward's capacity or rights. It will be necessary to file with the...
Definitions and laws in estate planning
Some people may think of writing a will as a fairly straightforward process, but there can be a number of nuances in the process. For example, like most states, Florida does not recognize either holographic wills or nuncupative wills. The former is a will that has...
Some common sources of estate conflicts
As Florida residents enter the later years of life, they might think about creating an estate plan. This process frequently involves writing a will, but people should be mindful of how their heirs might respond to their decisions. Squabbles and outright legal battles...
Small business owners can benefit from estate planning
The recent deaths of prominent and even legendary musicians has emphasized the importance of estate planning to many in Florida. Aretha Franklin died in August without a will, despite having an estate worth approximately $80 million and a valuable music catalog with...
Leaving a portion of an estate for charity
A Florida resident who is creating an estate plan might want to leave a portion of their assets to charity. However, it's important that they do so in a way that lowers the overall tax burden.As an example, a person might have three major assets that are worth $1...
