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Posts tagged "heir"

Legal inheritance rights of descendants

Most people use wills to distribute the assets and property after death. However, sometimes a will may not have been updated to reflect changes in the person's family. In other instances, a descendant or surviving loved one may have a serious dispute with the will's instructions. States have set up a number of laws to resolve those situations. In some cases, a surviving spouse, child or grandchild may have a legal claim to property even if they were not named in a will.

Safeguarding hiers' assets for the future

People who have retired to Florida often have to make significant estate planning decisions. Those who have capital tied up in assets such as a home, IRA or business investments may feel overwhelmed when attempting to divide the estate equally among their heirs. These decisions may seem even more complicated when an heir is involved in a problematic marriage that may potentially end in divorce. Parents may also consider how well their children manage their own finances.

How an estate plan can provide for a troubled family member

Florida residents with a troubled family member may be unsure of how to work out the details of their estate plan. For instance, if a child or grandchild has a drug addiction, it may not be in their best interest to leave them with a large inheritance. Likewise, leaving money or property to a family member with a gambling problem could serve to enable their addiction.

How to pursue an inheritance from an estranged relative

Florida residents who are estranged from their family may be interested if a deceased relative left them an inheritance. While an estrangement from a family member like a parent or sibling can happen for any number of reasons, the estrangement doesn't necessarily mean that family has been cut out of the person's will. Individuals do sometimes pass away and leave assets to family members with whom they haven't spoken in years.

Who to include in estate planning discussions

People in Florida and elsewhere who are beginning to consider how their assets should be passed along after they die often wonder who to share their thoughts with. Some people may embrace in-laws and others may only wish include children and grandchildren in their estate planning.

Downside of windfalls

If someone in Orlando hears they are coming into an unexpected windfall in the form of a substantial inheritance, it may present a significant shock to that individual. An unexpected surprise of this nature may negatively affect someone. However, by planning appropriately, individuals can help the windfall augment their life in a positive way.

Should parents leave an inheritance to their children?

Many Florida parents may be wondering if they should leave an inheritance to their children. Whether parents are wealthy or not, the decision is always a personal one that reflects their financial situations, family values and other factors. There is no right or wrong answer. However, several survey results reflect a similar trend; that is, parents and their children may not agree to expectations and ideas, which could cause problems in the future.

Determining the best place to retire can hinge on taxes

Florida residents may be aware that part of a successful estate plan is ensuring that adequate funds are available to provide for the rest of the grantor's life. Successfully planning a person's retirement requires assessing the situation and making changes as necessary. Some areas, such as Florida, may be more affordable for individuals to retire due to lack of income tax or other factors.

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