On behalf of L. Bruce Swiren, P.A. | May 2, 2019 | Estate Planning
Before you sit down to write your will, you need to know exactly what you plan to include in it. Taking an inventory of all your assets can help with this process. It can also help you to identify what not to include. Assets in trust Perhaps you have not created a...
On behalf of L. Bruce Swiren, P.A. | May 1, 2019 | Estate Planning
It is not uncommon for Florida residents, as they grow older, to experience a decrease in cognitive function. This decrease may be minor and include nothing more than forgetting the occasional tidbit of information, or it can be more severe and entail forgetting major...
On behalf of L. Bruce Swiren, P.A. | Jan 30, 2019 | Estate Planning
When it comes to estate planning, many people do whatever it takes to speed up the process. While it’s not the most enjoyable thing you’ll do this year, the creation of a comprehensive estate plan will give you peace of mind. Any estate planning mistake...
On behalf of L. Bruce Swiren, P.A. | Jan 4, 2019 | Estate Planning
As with many topics, myths abound when you talk about estate planning. You may even hear them from well-intentioned friends and family members. People repeat them without realizing that they’re spreading misinformation. To help you avoid any issues down the...
On behalf of L. Bruce Swiren, P.A. | Dec 18, 2018 | Estate Planning
You’re doing your estate planning, and you want to ensure that you pass as much of your estate as possible on to your heirs. That’s why you’re working so hard to plan in advance. One major concern you have is paying estate taxes. You’ve moved...
On behalf of L. Bruce Swiren, P.A. | Nov 20, 2018 | Estate Planning
You have been putting off writing your will. You feel like you don’t need one yet. You’re relatively young and healthy. You’ll deal with estate planning later. If that’s how you feel, you may not be surprised to learn that around 60 percent of...
On behalf of L. Bruce Swiren, P.A. | Nov 8, 2018 | Estate Planning
For years, you’ve been building up your baseball card collection. You’ve spent a lot of money, time, energy and care creating a collection you are proud of. What will happen though with this cherished collection once you pass away? This is a question that...
On behalf of L. Bruce Swiren, P.A. | Oct 15, 2018 | Estate Planning
One matter that gets very little attention is ancillary probate. It is an issue that often only comes up when a deceased person’s estate includes property and assets in other states. One does not need to own a multitude of estates to benefit from using the...
by L. Bruce Swiren, P.A. | Jul 24, 2015 | Estate Planning
Our firm frequently advises on clients on matters of Estate Planning. One of the most important questions is whether a client needs a Simple Will, a Will with a Support Trust, or a Revocable Living Trust. Aaron C. Swiren, one of our attorneys, will be giving an Estate...
by L. Bruce Swiren, P.A. | Jul 9, 2015 | Estate Planning
Since the Supreme Court’s recent landmark decision legalizing same-sex marriage across the nation, Florida residents in same-sex relationships may want to consider some important estate planning factors. Doing so can help couples to take advantage of some of the...
