Tips for Choosing the Right Trustee
If you plan to establish a trust and include that trust in your estate plan, one of the most important... Read More
Trust
Joshua K. Crawford
How Do I Fund My Revocable Living Trust?
One of the most common additions to the average estate plan is a trust agreement and a revocable living trust... Read More
living trusts
The Wonder of Wills
Many Estate Planning attorneys have fielded a question regarding whether an Estate Plan was necessary, or whether a Will is necessary if the client has a Revocable Trust....... Read More
Estate Planning
Tips for Gifting to Grandchildren
Becoming a grandparent may be the single most exciting, and joyful, moment of your life. It also presents another opportunity... Read More
Estate Planning
Understanding the Florida Medicaid Spousal Impoverishment Rules
At some point during your “Golden Years” you may find that you need to qualify for Medicaid to help cover... Read More
Medicaid Planning
Planning for the “Silver Tsunami”
As the population over the age of 65 continues to grow, unique problems arise. For example, many seniors may have never married, or outlived their spouse and lack...... Read More
Estate Planning
The Lessons from Lisa Marie
Regular readers of this blog often see articles regarding the latest celebrity whose death created a mess because their Estate Plan failed to properly protect the celebrity’s family...... Read More
Estate Planning
Have You Missed an Important Area in Your Estate Plan?
Having an estate plan in place is important for every adult without regard to age, wealth, or family status. To... Read More
Estate Planning
Tax Planning for 2023
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too early...... Read More
Estate Planning
5 Important Estate Plan Documents
Given the unique nature of estate planning, no two estate plans will be exactly the same. Nevertheless, there are some... Read More
Estate Planning
Refresh and Reset: Syncing up in San Diego
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education on selected topics designed to...... Read More
Estate Planning
Blended Family Estate Planning Essentials
Remarriage after divorce often results in a blended family. Blending two families into one is rarely easy. Sometimes, the tension... Read More
Blended Families