Protecting
Your Legacy
When individuals are deciding who will inherit from their estates, it is important to consider a series of questions. The first question to answer is how much should go to heirs and how much should go to charity. Once that ratio has been determined, it may be...
Many recent celebrity deaths have shown the importance of proper estate planning. Most of the time, a parent creates a trust for his or her children to help secure their futures, and this has the added benefit of providing privacy for the children. Robin Williams set...
A bypass trust has long been a tool of choice for Florida couples who wish to defend their combined marital estate from encroachment by taxation. Recent legislative alterations regarding the marital deduction have made the bypass trust capable of sheltering even more...
Many Florida residents find it difficult to contemplate end of life decisions, but addressing these issues can provide you with peace of mind while protecting your estate and safeguarding your legacy. Failing to have an effective estate plan in place could leave your...
Estate planning in Florida should include regular evaluation of assets to determine which should be held and which should be liquidated. It may be surprising, but some assets are not worth holding and trying to preserve for children and grandchildren while others...
Some Florida individuals may not realize the importance of estate planning. This may be especially true for younger individuals. While more than 40 percent of the so-called "baby boomer" generation do not have a will, over 70 percent of people under the age of 35 lack...
Florida individuals who are planning for the disposition of their assets upon their death need to make sure that they take care of the small details so that their plan is executed in the way they intend. Otherwise, these details can result in a very different outcome...
While the issue of an estate plan may seem like a decision for a later time in one's life, Florida residents of all ages may benefit from considering the importance of having a will or living trust in place. One of the primary interests in forming a living trust is...
Individuals who think about estate planning often consider issues like who would take care of their children and where their assets will go. However, one part of estate planning that many do not consider is how to manage digital assets and property. This may appear to...
While experts might recommend that people create or update their will and other documents when major life changes occur, such as births, marriage and divorce, it is also a good idea to review estate plans when people move. The reason that estate planning documents...