You do not want the government to take a large chunk of the money and other assets that you want to leave to your heirs as their legacy, so you will want to minimize the amount of taxes your estate has to pay. One of the best ways to reduce or avoid...
People have different financial situations and goals at age 35 than they do at age 65. As such, the actions they should take at those points in life should be tailored to help them achieve those outcomes.
This blog will provide insights on tailoring estate plans to meet specific...
Probate is the process of authenticating a Will and administering a person’s estate. It is also the process of administering someone’s estate who does not have a Will (intestate). Probate can be highly complex or straightforward and simple. It depends on the decedent’s estate and other factors. Our Florida estate...
Going through probate means that a deceased person’s estate goes through the court when it gets administered. There are simple forms of probate in Florida, as well as some types of probate that are more lengthy, complicated, and expensive. There are ways to keep your estate out of probate and get your...
Do you have a trust, or are you considering adding a trust to your estate plan? If so, choosing a successor trustee is a crucial step in the process.
A poor choice for a successor trustee could destroy the legacy you built for your family. Choosing the wrong...
A corporate trustee is a trust company, investment firm, or bank trust department that manages a trust. The trustee manages and controls the trust according to the terms you outlined in the trust agreement. You can name an individual to serve as a trustee. However, it is wise to discuss the...
People often want to include their favorite charities in their estate plans in addition to providing for their loved ones. There are quite a few ways to accomplish charitable giving through your will or living trust.
This blog will discuss how to ensure your charitable giving goals are...
