Concerns about the stock market and tax reform are among the estate planning issues Florida residents could be worried about. However, family infighting is the top issue that respondents to a TD Wealth survey cited when it comes to estate planning. This is likely...
Trusts for beneficiaries with substance abuse problems
Some estate owners in Florida may have intended heirs who are addicted to alcohol or opioids. When creating an estate plan, this type of situation can present many complications. However, certain trust provisions can provide a range of solutions. Using a trust for...
Key elements of the probate process
You work hard throughout your life to secure and maintain your assets. Once you pass, it is only right that those you leave behind distribute your assets as you wish.A proper estate plan is an important first step in making sure that happens. The probate process...
The new Florida “Do Over Trust” code
In life, things change. The reasons for doing something 20 years ago may no longer exist. This is one of the inherent problems in estate planning as a client and their estate planning attorney attempt to project investment needs, personal budgets and business plans...
A revocable trust can be an effective estate planning tool
As the name implies, a revocable trust can be changed or revoked. This is an important consideration for many Florida residents who are in the process of creating estate plans. The grantor, or creator, of a revocable trust can maintain control over all the trust...