A Florida resident who is named as the executor of a decedent's will may be apprehensive about the responsibilities that accompany that position. The executor needs to make sure the desires of the deceased person are fulfilled and the remaining financial obligations...
Month: May 2015
Estate planning changes along with tax changes
Florida residents who have large estates are likely aware that over the last decade, there have been changes to federal estate tax exemptions and capital gains rates that may change how they want to approach their estate planning. Capital gains tax rates have gone up...
Using a trust to hold a life insurance policy
Naming a trust as the beneficiary of a life insurance policy can be a wise decision in some situations. Although many people name a person as the beneficiary of their life insurance policy, using a trust instead can be helpful for Florida families with large estates,...
A look at how the law handles digital assets and estate planning
Florida residents who have online accounts may be interested in how those accounts are treated after their death. Depending on the service provider, it may be difficult for family members to gain access to those accounts and the information contained within them. When...