Estate Planning

Although the incoming presidential administration could lead to changes in estate tax and other factors that affect estate planning, people in Florida should not respond by postponing the creation of an estate plan. Instead, they can make a plan that is based on...

Some Florida parents may feel that, when they die, their assets should be distributed equally regardless of their children's circumstances. Others think that they should set up their estate plan so that the child who has the greatest need gets the bulk of the estate....

There are many estate planning tools individuals can use to make sure that their assets are handled properly after their death. Florida residents who want to bequeath more than just their assets to a loved one may be interested in learning about an ethical will. An...

People in blended families in Florida should make sure that their estate plan is up to date. For example, an individual should periodically check beneficiary designations listed on retirement accounts, life insurance and any other assets that use them. Beneficiary...

Baby boomers in Florida and throughout the country are the wealthiest generation in the country's history, and until the millennials, they were also the most populous. As they age, they are preparing to deal with an estimated total of $30 trillion in assets. However,...

According to a 2011 poll, around 60 percent of U.S. residents have not made a will. Some Florida residents might not have one because they think estate planning is only for older people. However, there are a number of reasons people of all ages should consider...

Florida residents may want to be wary of the deadliest holiday of the year, Thanksgiving Day, as it kicks off an entire season of higher death rates. In part, these deaths are because of the cold weather and more flu, but on Thanksgiving Day, the high death rate is...

Currently, American taxpayers pay personal federal income tax rates of 10 to 39.6 percent. Higher income earners may also be faced with a 3.8 percent surtax on investment income, which pushes the effective top tax rate to 43.4 percent. However, that may come down in...

While Florida entrepreneurs may spend most of their time trying to grow their companies, it should not come at the expense of estate planning. An estate plan may help to ensure that a lifetime of work doesn't unravel because of a sudden illness or becoming mentally...

Even youthful and healthy Florida residents can be left incapacitated following a workplace or automobile accident. Powers of attorneys designate trusted individuals to make important medical or financial decisions in these situations, and having these documents in...