Who would inherit your assets? How would they get them? While it might not be pleasant to consider, have you ever thought about what would occur if something happened to you suddenly? Who would inherit your belongings? How would the process work? Without an estate plan, disagreements can arise among survivors due to unclear instructions […]
New to Florida? Why Estate Planning Should Be A Top Priority Read More »
How to dispose of your assets in Florida through a Last Will.
How to Create a Simple Will Read More »
A Lady Bird Deed can be very useful for your estate planning needs.
Lady Bird Deeds: Can I Get One in Florida? Read More »
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 »
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 »
Homestead property owned by spouses as tenants by the entirely is not subject to any Florida constitutional restrictions on devise.
Restrictions on Devise of “Tenants by the Entirety” Property Read More »
Yes, you do need estate planning! After all, I got into this area myself due to my own personal needs. What’s more than that, I saw that my friends could benefit from it. Most of us want to make plans and make things easier for our loved ones. For more on Estate Planning based on
Do I Really Need Estate Planning? Read More »
