Does a Trust Need to Be Filed in Court?
One of the benefits of having a Revocable Living Trust is the privacy it affords you when it comes to... Read More
Estate Planning, Wills and Trusts Estate Planning
Own a Small Business? Don’t Forget Life Insurance
When people consider buying a life insurance policy, they’re usually thinking of providing for their spouse and children in the... Read More
Estate Planning, Small Business Planning How Does a Roth IRA Avoid Probate?
One thing that sets Roth IRA’s apart from other retirement savings plans is their availability as an option for passing... Read More
Estate Planning, Probate, Retirement Planning How to Leave an Inheritance to a Child
Leaving an inheritance to a child is a little trickier than leaving an inheritance to an adult. After all, if... Read More
Estate Planning, Parents w/ Young Children, Wills and Trusts Getting Ready to Make a Living Trust
As you get ready to make a Revocable Living Trust, there are certain things you’ll want to consider. Here are... Read More
Estate Planning, Incapacity Planning, Wills and Trusts Could Talking About Your Estate Plan Reduce Conflict?
For many families, having tough discussions are something to be avoided – and estate planning can top the list of... Read More
Estate Planning Would Your Estate Planning Documents Survive a Disaster?
When you’re considering where to store your estate planning documents – and other important papers- you have several factors to... Read More
Estate Planning Is it Possible to Inherit Your Loved One’s Debts?
When a loved one passes away, there can be a lot of confusion about who’s responsible for what. And there’s... Read More
Estate Planning, Probate A Warning About Joint Property
Owning property jointly with another person is a very effective way to avoid the probate process. For example, if you... Read More
Estate Planning, Probate Power of Attorney and 401(k)? Make Sure They Work Together
One of the main goals in having a Power of Attorney is to allow your agent (also called your attorney-in-fact)... Read More
Estate Planning, Incapacity Planning Are There Restrictions on Who Can Serve as Personal Representative in Florida?
The rules of estate planning are actually dictated by state law. And the laws of estate planning vary widely from... Read More
Estate Planning, Wills and Trusts Is It Time To Update Your Estate Plan?
It’s important to think of estate planning as a continual process, instead of as a one-time event. The estate plan... Read More
Estate Planning, Incapacity Planning, Parents w/ Young Children, Wills and Trusts