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January 2016 Archives

Estate planning for childless parents

As Americans focus more on their education and on their careers, more couples are opting not to have children. They are often referred to as DINKs, which stands for dual-income no kids. However, just because a Florida couple does not have children does not mean that they shouldn't have an estate plan. There can be objectives other than passing assets to heirs that an estate plan can fulfill.

Modern trusts could involve complex structures

Florida residents who want to leave money or other assets to beneficiaries by setting up trust structures may benefit from in-depth planning. Today's trustees commonly serve multiple functions that may necessitate the implementation of critical positions or arrangements. This is a stark departure from traditional structures that often relied on a single trustee.

Parents' concerns about wealth transfer

Most parents in Florida hope to pass along the bulk of their assets to their children. Right now, trillions of dollars in wealth transfer is ongoing as the 'greatest generation" leaves money behind to their 'baby boomer" generation children. Over the next few decades, a transfer of around $30 trillion is expected to happen as baby boomers pass their assets along.

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