WAEstate

When you initially sit down to create an estate plan, a Last Will and Testament may be all you need to ensure that you don’t leave behind an intestate estate in the event of your death. A Will can distribute your entire estate; however, as your estate and your family both expand, you may find that a Will is no longer sufficient to meet all your estate planning needs. At that point, you may decide … [Read more...]

Grandparents have the best of all worlds. They get to enjoy spending time with their grandchildren without all the responsibilities of caring for them day to day. If you are a grandparent, however, you may choose to contribute financially to your grandchildren’s care while you are alive. You may also want to make gifts to your grandchildren in your estate plan. The Vero Beach living trusts … [Read more...]

For most people, a Last Will and Testament serves as their entire initial estate plan. Over time, however, the need for a more comprehensive plan arises as assets increase in value and the need to protect a family becomes important. At that point, additional estate planning tools are usually incorporated into an estate plan. One of the most common of those tools is a trust, due in large part to … [Read more...]

Creating a successful, and comprehensive, estate plan requires you to do more than simply focus on to whom you wish to gift your estate assets. You will also need to consider how and when those assets are distributed. For many people, avoiding probate is also an important estate planning goal. If you hope to steer clear of probate, the living trust attorneys explain how a trust can help your … [Read more...]

Most people execute a Last Will and Testament as their first estate planning document. A simple Will is fine for a very basic estate plan; however, as your estate and your family grow, you will likely need to grow your estate plan as well. In fact, you may decide that a trust works better than a Will as your primary tool for distributing your estate assets. The trust lawyers at Kulas Law Group … [Read more...]

Although you will likely execute a Last Will and Testament when you initially create an estate plan, you will likely incorporate additional estate planning tools and strategies into that plan as both your assets and your family grow. One of the most common additions to a comprehensive estate plan is a trust. The trust attorneys at Kulas Law Group discuss how a trust might fit into your estate … [Read more...]

For most people, a Last Will and Testament serves as the foundation for their initial estate plan. If you are just now getting around to creating and executing your first Will, you undoubtedly have a number of important decisions to make during the creation of that Will. Naturally, you will be focusing on the distribution of your estate assets and other provisions of your Will; however, there is … [Read more...]

The loss of a close family member is a time filled with heightened emotions that may include grief, sadness, anger, and even confusion. While all of these emotions are completely natural, and well-founded, you may also find suspicion among the emotions you are feeling after seeing the Last Will and Testament submitted to probate. If you have reason to believe that the Will submitted is not valid, … [Read more...]

In today’s electronic age your computer or smartphone can be used to accomplish a wide range of tasks. While technological advances are exciting and often make our lives much easier, it is important to also be aware of the possible downside to those advances as well. Such was the case recently with electronic Will legislation proposed in the State of Florida that would have allowed Last Wills and … [Read more...]

If you’ve been designated to serve as the trustee for a living trust, it’s important to understand exactly what that job entails. After all, when the trust grantor passes away, it will fall to you to properly administer the trust to ensure that it objectives are met. In many instances, however, people agree to take on that trustee role without ever really knowing what they’re being asked to do. … [Read more...]