Estate Planning

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...

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...

Florida residents who are creating an estate plan might want to consider discussing it with family members. In fact, talking about finances can be an ongoing conversation. However, discussing money can be difficult for some people. One way to better frame the...

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...

Pets can be some of the most beloved members of the family for people in Florida and throughout the United States. Indeed, according to the National Pet Owners Survey, a full 68 percent of households across the nation own a pet, which amounts to around 85 million...

Advance planning can offer many benefits to Florida residents with family in and out of state. A thorough estate plan can shield assets, limit family disputes and minimize burdensome decisions for grieving loved ones. However, business owners and others actively...

Florida residents who are planning their estate may want to use an online model. However, this could result in a plan that is prepared incorrectly or is incomplete. Working with an attorney may help to ensure that the estate plan is less vulnerable to legal...

Florida residents who are creating an estate plan may assume that trusts are only useful for people who have substantial assets. However, there are a number of different types of trusts that can protect people and assets in many different ways. One of the simplest...

Business owners in Florida may be leaving themselves and their families at risk due to a lack of basic estate planning. A survey by Bloomwell showed that a sizable number of entrepreneurs had not prepared one or more of the critical documents needed for an orderly...

There are a number of reasons that unmarried couples living together in Florida might want to create an estate plan. Without the proper documents in place, if one person is injured or ill and becomes incapacitated, the other partner is not legally entitled to make...