Having a Living Trust as the cornerstone of your estate plan can be advantageous, depending on your particular circumstances and estate planning goals. One notable advantage: A properly structured and funded Living Trust, unlike a Last Will & Testament, is…
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When planning their estates, many Florida residents opt to create a revocable living trust. A revocable trust has many benefits: It can spare your family the hassle and expense of dealing with the probate court; provide privacy; protect you from…
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A trust can be an effective estate planning tool for clients who desire a level of control over their assets. A trust allows you to place various “qualifiers” and incentives on distributions to beneficiaries. You can direct your trustee to…
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It is well-known that the probate process in Florida can be drawn out and cumbersome. That is why so many Florida residents build their estate plans around a revocable living trust, which if properly set up and funded, avoids probate….
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Estate planning clients frequently come to us who are parties to business agreements such as limited liability companies, shareholder agreements, partnership agreements, corporations. These agreements routinely include clauses that govern who may inherit the shares of deceased partners. If you…
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Parents with estranged adult children: An unfortunate situation that our attorneys see increasingly often these days. Sometimes parents and their adult child have not spoken in years. Sometimes the child will stay in touch with siblings or other family members;…
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If you are a Florida resident, having a living trust as the cornerstone of your estate plan can offer many benefits. Among them are probate avoidance, privacy, possible tax advantages, and the ability to set conditions on your heirs’ inheritances….
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The Federal Deposit Insurance Corporation (FDIC) insures bank accounts at participating banks in the event of bank failure. Currently, the FDIC insures up to $250,000 per depositor, per financial institution. But what if you have a bank account that is…
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Wouldn’t it be nice to know that your loved ones will get their inheritance from you without the hassles and delay of Florida probate? Most people would – and that’s why probate avoidance is a key element of so many…
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For most people, the ultimate goal of estate planning is to promote family harmony. If your family members get along well, you want your plan to encourage more of the same. If they don’t, you want to avoid adding more…
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For the safety of both clients and staff, all our offices will close at noon on Wednesday, October 9 and will be closed all day Thursday, October 10. We plan to re-open on Friday, October 11.
You may email or call us on those days. Staff will be working from home, assuming no power outages, and will do their best to respond.
