The four most confusing estate planning terms are: Living Will, Living Trust, Last Will and Testamentary Trust. Luckily, your days of confusion are over. Read on to clarify and distinguish each term so that you can stop confusing these four estate planning terms.
Four Estate Planning Terms to Stop Confusing Read More »
Have you heard about the new tax changes? Now is the time to start understanding these changes and determining if you need to make revisions to your estate plan.
What You Need to Know if you Have an IRA (SECURE Act Changes) Read More »
If you are not sure how a Last Will and Testament travels down the probate road, then look no further. This road map will explain the journey of your Last Will and Testament as it finds its way to probate court. You will finally understand the meaning of a Last Will and Testament, why it’s needed, and what happens after a person dies with or without a Will. So, jump in and let’s travel along the probate road
Your Roadmap to How a Will Travels Down the Probate Road Read More »
Defined contribution retirement accounts provide an enormous incentive for accumulation of funds tax-deferred. This tax referral must stop at some point, however as the government wants to start collecting its tax revenue. That is where the RMD comes in.
What are Required Mandatory Distributions (RMDs)? Read More »
You may create the best Estate Plan for your family, but if you do not have property beneficiary designations for your accounts, all of your good attentions will be thwarted.
Making Appropriate Beneficiary Designations Read More »
Titling assets determines how they pass at your death and whether they may travel through probate.
Options when Titling Accounts Read More »
Often times, people will call asking to review their Last Will and Testament to let them know if it is sufficient or should be updated. As a rule of thumb, I do not amend the work product of another attorney. If changes need to be made, we would create a new Estate Plan so that
Is your Last Will and Testament Compliant? Read More »
Our generation has entered a new age of “digital assets.” We use our computers, websites and software quite often. And with such use comes the need for a “plan” for them after your death.
The Age of Digital Assets Read More »
The Kid Care Package empowers you to nominate legal guardians for your children.
What is the popular Kid Care package? Read More »
Learn more about jointly-held assets under Florida law.
Quick Explanation of Jointly-Held Assets Read More »
