Estate Planning

Preparing for your future can be a challenge. The is no telling what tomorrow may bring, so you want to be sure that you are ready for the worst, but how can you do that? By having an interest in making an estate plan, you are already ahead of about half of...

Creating an estate plan may include the ability to update it any time and for any reason up until your death. If you discover that your adult children prefer to not inherit a valuable asset, you may revise your plans to avoid potential problems. As noted by...

The estate planning process does not have to be as complicated as most people make it out to be. In fact, with a simple will, you can accomplish your most basic goals quickly and, as its name implies, with ease. According to FindLaw, a simple will can do, if not all,...

As everyone knows, it's not easy to predict what will happen in life. If you'd like a way to ensure your family receives protection after you pass away, revocable trusts have a lot to offer. With that in mind, here's a closer look at several beneficial reasons for...

A second marriage can be a beautiful, welcome change for many families. If there are children or other heirs in the second marriage, it's important to consider what will happen with your assets and funds when you pass away. While you can't guarantee that everyone in...

An irrevocable life insurance trust can exclude the proceeds from a life insurance policy from estate taxes in Florida. This type of trust can be particularly beneficial to those who are wealthy. Here are some of the benefits of having an irrevocable life insurance...

Residents of Jacksonville and other parts of Florida may want to learn more about protecting and thinking about digital assets in estate planning. You may not have a giant following on instagram, but you likely have digital records that you own and control. While you...

When Florida residents pass away, their estates are typically bound by the state's probate laws. Reviewing your estate plan on a regular basis may ensure that your will is structured properly and that certain assets can avoid probate altogether. At a minimum, you...

Estate planning is important for every adult living in Florida. Even younger people who don't have much to their name should have a plan in place for disability or death. High-net-worth individuals are even more strongly encouraged to make an estate plan. There are...

Estate planning does not always involve personal assets exclusively. Florida business owners and others with commercial enterprises may wish to address estate-related responsibilities. Otherwise, heirs and beneficiaries might struggle to figure out how to run a...