Estate Planning

Many Florida families have a member who has suffered a disabling illness or injury and must depend on one or more state or federal income subsidies. A common estate planning tool for these families is a special needs trust. Understanding the basics of special needs...

Florida residents can have a hard time deciding on how to pass on assets in an estate plan. This is understandable, since every family situation is unique and so are your financial circumstances. However, a recent news article had a few tips for those who are looking...

A will is an important document allowing you to direct the disposition of your property upon death. Among the decisions in executing a will is selecting a personal representative, also known as an executor. What is a personal representative? A personal representative...

One of the unfortunate facts of life for people in Florida is that they will pass away at some point in time. It is something that everyone knows will come at some point in time, but it is not something people generally like to think about. However, it is something...

Not all parents want to leave their children an inheritance. Sometimes there is bad blood between parents and children. Other times parents may feel their child does not need an inheritance, or they may leave money to their child in other ways, such as through gifts...

A lot of people are daunted by the estate planning process. When they finally find the motivation to create their initial plan, they make think the process is over, but this usually isn’t the case. In fact, estate planning should be an ongoing process if you want to...

An estate plan, whether in Florida or any other state, contains a lot more than just a will. However, a will is an important part of your estate planning package and it is essential to ensure that your will is effective and valid. It is a good idea to work with an...

It is no secret that most of us do not have an estate plan. In fact, recent studies have shown about two-thirds of us do not have one. Some people figure that an estate plan can only help after they are gone, so they don’t think they need to worry about it. In...

One aspect of planning your estate is to provide a set of instructions about how you want your affairs handled after you are gone. For instance, you may have a will that states how you want your property distributed to your loved ones. As long as your will is valid,...