June 2014 Archives

Differences between revocable and irrevocable trusts

A trust can be an effective way to avoid probate and transfer assets seamlessly to heirs, reduce estate taxes and give a family privacy. However, there are some things Florida residents need to take into consideration before they set up a revocable or irrevocable trust.

Shelly Sterling seeks court order to sell team

Florida basketball fans have been watching the Donald Sterling debacle unravel. The latest installment in the scandal is that his wife has entered into an agreement to sell the Los Angeles Clippers that is owned by the family trust without his consent. She is making plans to go to probate court in order to resolve the situation and have him declared incapacitated.

Beneficiary clauses of retirement accounts supersede wills

Most Florida residents are aware that a drafting a will is a prudent step to take. A will can help to reduce tax exposure and ensure that heirs receive as much of an estate as possible. However, many people do not realize that retirement accounts, such as IRAs and 401K plans, may not be covered by a will. The law in the area will give the beneficiary clauses of retirement accounts precedence over the terms of a will. This means that keeping the beneficiaries on these accounts up to date is an important part of estate planning.


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