Estate Planning for Blended Families
Estate planning for blended families can be very tricky. Even when there […]
Category: Estate Planning
Using Debt as a Tool in Estate Planning
The practice of estate planning is more than just the preparation of Wills, Trusts, Powers of Attorney, and Living Wills. We also consult with many clients regarding how to structure their wealth. This could include how to manage debt and use debt as a tool in estate planning.
Basics of Life Insurance Trusts
Trusts can be a wonderful tool for tax planning. If your death […]
Durable POA or a Traditional POA
A Power of Attorney (“POA”) is a very useful and inexpensive document to obtain. If you do not have a POA, in order for your spouse or loved ones to make financial decisions for you, they must institute a guardianship proceeding.
Name TOD Beneficiaries on an Account or Transfer it to a Trust
One of the most common questions I get as an estate planning […]
Reasons to Create a Will
There are many reasons to create a Will. Overall, it makes it must […]
A Guide to Trusts for Children
When clients meet with an estate planning attorney, one of the biggest […]
Supreme Court Limits States’ Ability to Tax Trust Income
On June 21, 2019, the Supreme Court unanimously agreed to limit States’ […]
Florida Electronic Wills Soon To Be Legal
According to the Wills, Trusts & Estates Prof Blog, Florida has enacted […]