Your estate plan likely contains private information regarding your finances, investments and legacy. While you do not want to share this information without boundaries, you may want to inform those close to you of your intentions. Understanding the value of...
It is not enough to be among the roughly 30% of Americans who have a will or estate plan in place. For the courts to consider your will or estate plan appropriate or even valid, it must align with your...
If you established substantial wealth throughout your life, you may want the opportunity to share it with your children and the generations to follow. According to CNN, there are ways for you to ensure that your money remains in the family. Start...
A common assumption amongst many of those engaged in the estate planning process in Florida is that there is nothing one can do to avoid the potential for estate taxes. Yet if you share the same belief, you should know...
Living wills provide people the means to dictate how the medical world approaches their life, whether it is in crisis or not. Without directives from a living will, healthcare professionals have a default procedure to fall back on that may...
As your parents age, it is likely difficult for you and your siblings to consider the future without them, and this often leads to a lack of discussion regarding an estate plan. However, the American Association of Retired Persons reports...
A living trust provides more control over your assets and the process for dispersing them after you are gone. It also helps avoid probate, because the trust will own your assets going forward. According to Kiplinger, many estate planners forget to...
Misinformation can result in complications when planning your estate. Before you start the process of drafting a will, reviewing these common myths can help inform smart choices for your finances. These are the facts behind four often-repeated estate-planning misconceptions. The age...
Every adult should have an estate plan. Clearly mapping out your desires for how you want your assets distributed after your death lessens the burden on those you leave behind. While most people think of having a will drawn up,...
As strange as it sounds, passing down your business is one of the most important business decisions you make. In fact, you should have a plan for business succession before your business even gets off the ground. In order to...
