Estate Planning

You may have had a loved one reach out to you when they created their will or trust. They may have asked you to take on the role of executor of their estate. There may not have been many details discussed but your loved one was convinced you were the right person for...

Whether you have an estate plan or not at the time of your demise, your estate will pass on to someone or some entity. If you die without an estate plan (intestate), Florida laws will dictate how your assets are distributed. However, if you have an estate plan, your...

If you have children and have not yet started working on an estate plan, now may be a good time to do so. Estate planning can protect your children in a worst-case scenario, such as if you and your spouse are killed or die at the same time. There are many ways in...

Trusts are one of the most misunderstood aspects of estate planning. Many think their only use is for wealthy people to hide money from the IRS or their spouses. Or that they are a way for children of well-off parents to live a life of luxury without ever having to...

The family home is most people’s singular most valuable asset, so it is not surprising that it's the one that is most likely to lead to inheritance disputes. As someone making about to make their estate plan, it is crucial to be clear about what happens to the home...

If you search online, you might assume that you can tick creating an estate plan off your to-do list for the low price of an online will. Yet this would be far from the truth.  The more you know about something, the more you realize that what is cheapest or appears...

For many people, retirement seems like the time to make an estate plan. They have earned the majority of the money that they're going to earn in their life, and they're stepping away from their career. This makes it a clear time to get a plan in place for the rest of...

When you create an estate plan, you make decisions that affect all your loved ones. Estate planning addresses the legal issues surrounding your death. These include how your debts are addressed, how your property is distributed, how your business continues to function...

Your mother just passed away a few weeks ago, and you and your siblings have yet to begin the painful process of cleaning out the family home. You figure there’s plenty of time. Once you finally get around to the job, you find everything gone and someone else living...

If you have an estate plan but are planning to retire in Florida, the one thing that you should be ready to do is to update that plan when you move to the state. Estate planning documents are typically valid in the state where they were created and may transfer, but...