Have you thought about adding Florida trusts to your Florida estate plan? What exactly is a trust and what can it do for your estate? First, a trust is a legal document that identifies the purpose of the trust, the trustee of the trust and his or her powers, the...
Are you and your spouse contemplating removing some of your assets from your taxable estate? A well liked estate planning tool for married couples to utilize would be a Spousal Lifetime Access Trust (SLATs), and it may be a good choice for you and your spouse. With a...
As a Florida senior, did you know that if you are planning to remarry, you should either create or update your estate plan. There are three important issues in regard to your estate planning and remarriage that you may need to understand and discuss with your future...
The New Year is here, have you completed all your resolutions? January is underway and we know many Floridians are focusing on how they will reach the resolutions they set. What did your resolutions focus on? Work or health or family or all three? Did you include...
Did you know that October is when National Estate Planning Awareness Week takes place? Everyone who wants to ensure their wishes are respected in the event of temporary incapacitation or upon their death should have an estate plan in place, especially as the Covid-19...
