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November 2015 Archives

Basic estate planning for Florida families

A study by NerdWallet determined that approximately one in three couples does not have life insurance, and nearly half of people surveyed said that they would not be financially prepared for losing a spouse. It is important that couples have life insurance, have an appropriate amount of insurance and are aware of exactly what is in their policy.

How to protect a Florida estate from taxes

When actor James Gandolfini died at the age of 51 in 2013, he left nearly 80 percent of his $70 million estate unprotected from estate taxes. Because of his lack of proper planning, his estate faced state and federal estate tax rates as high as 55 percent altogether. However, there are ways to ensure that an estate is not hit with such a high tax burden after an individual passes away.

Woman destroys money so heirs won't get it

Florida residents may have heard about the Austrian woman who shredding a little more than $1 million worth of cash and cut up her savings books so her heirs wouldn't inherit. While the Austrian Central Bank reportedly said they will replace the funds if the heirs still have the pieces, the case illustrates some differences under U.S. law about which people should be aware.

A common estate planning error

Florida residents who are planning their estates may be interested to learn about a very common estate planning mistake that people make. It has nothing to do with wills or trusts, though these documents are very important for estate planning. Actually, the most common mistake in estate plans is failing to designate the correct beneficiaries for financial accounts.

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