How to Create a Simple Will
How to dispose of your assets in Florida through a Last Will.
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Lady Bird Deeds: Can I Get One in Florida?
A Lady Bird Deed can be very useful for your estate planning needs.
Four Estate Planning Terms to Stop Confusing
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.
Your Roadmap to How a Will Travels Down the Probate Road
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
What are Required Mandatory Distributions (RMDs)?
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.
Making Appropriate Beneficiary Designations
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.
Options when Titling Accounts
Titling assets determines how they pass at your death and whether they may travel through probate.
Restrictions on Devise of “Tenants by the Entirety” Property
Homestead property owned by spouses as tenants by the entirely is not subject to any Florida constitutional restrictions on devise.
Do I Really Need Estate Planning?
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 …
What is the Best Way to Leave Kids an Inheritance?
Do you know the best way to leave your kids an inheritance? Keep in mind that a Florida child under 18 cannot inherit property in their own name above $15,000. Rather, an adult must manage that property for them until they can manage it for themselves. Thus, here are some options for a parent to …
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