Estate planning for business owners
Though Florida residents are not subject to as many estate taxes as residents of other states, it is always a good idea to have an estate plan in place. An estate plan can include a last will and testament or...
Though Florida residents are not subject to as many estate taxes as residents of other states, it is always a good idea to have an estate plan in place. An estate plan can include a last will and testament or...
People entering middle age often discover that their aging parents might have gaps in their estate plans. Possibly, they do not have an estate plan at all. This can result in significant delays and expenses if someone passes away without...
When someone dies, probate is the process of recognizing the will and appointing the personal representative. Depending on the complexity of the situation, the settlement of the estate can take a lot of time and money. To save time and expense,...
An estate plan generally requires several revisions throughout a testator’s lifetime. When buying a new property, for example, your will or trust needs updating so that it describes how you would like it handled in the future. Without adding a...
If you have a relative with disabilities, you likely have at least some understanding of the challenges he or she faces. After all, certain disabilities can interfere with an individual’s ability to perform everyday tasks. Your loved one may also...
We do quite a bit of estate planning for our customers. One question we often get is what is a Will and what does it do? The Florida Bar states “Through a will, you decide who gets your property instead...
The Florida Bar states, “A revocable trust is a document (the “trust agreement”) created by you to manage your assets during your lifetime and distribute the remaining assets after your death. The person who creates a trust is called the...
Happy 2019! Can you believe 2018 is gone already? At the Law Office of Katherine Naugle we can’t! Lets make 2019 the year to take one of the to-do items off of your list. This is a great time to...
I get calls every day from prospective clients who have lost a loved one asking why they need to do a probate for a loved one when they had a Will leaving their assets to their beneficiaries. A Will is...
As I meet with new and existing clients to prepare their estate planning documents I wanted to discuss a few important points to consider. The Florida Bar states “Marriage does not cancel a will in Florida, but a spouse acquired...
