Estate Planning

According to a new survey from Caring.com, nearly 80 percent of millennials do not have a will. It's also common for younger or childless and unmarried individuals in Florida to procrastinate or not see the importance of making estate plans. Part of the reason for...

It is important for small business owners in Florida to have an estate plan so that their intentions for their businesses are clear. If there is no estate plan, the business along with the rest of the estate could be caught up in legal proceedings for a year or...

People in Florida thinking about the future may want to consider how they can improve their existing estate plan in order to protect generational wealth. There are a number of key documents that everyone should have in place, such as wills, health care proxies,...

The number of people in Florida who own digital assets is increasing rapidly, and so is the impact of such assets on estate planning. For people who own cryptocurrency or online contact lists, the question of whether and how to include these things in an estate plan...

There are currently 5.7 million Americans who have Alzheimer's disease, and lifetime care costs for someone who has it are well over $300,000 on average. As an increasing portion of the population turns 65 or older, the number of people who experience this condition...

More elderly people in Florida are easing into their golden years by themselves. According to recent figures published by the Census Bureau, 28 percent of all American adults are unmarried and live by themselves. Moreover, nearly 20 million of these single individuals...

A poll of 109 estate planning professionals gathered at the 52nd Annual Heckerling Institute on Estate Planning that took place in Florida revealed how family dynamics and disputes can affect estate plans. Although taxes often concern people who want to transfer...

Floridians who are fans of the late Anthony Bourdain might be interested to know how his estate plan was designed to reflect the most important things in his life. The world traveler and television personality was thorough in creating a plan that passes the bulk of...

Florida residents often include trusts in their estate plans to avoid the probate process, have more control over how their assets are distributed, reduce estate taxes and protect against creditors. Spendthrift trusts can be particularly useful when heirs have unpaid...

A special needs trust may be useful for people in Florida who want to help a relative who has special needs or for someone who has special needs to protect certain assets. Special needs trust are a way for people who receive benefits to keep those benefits.For...