Tips for Protecting Your Estate Planning Documents from Potential Disasters

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Tips for Protecting Your Estate Planning Documents from Potential Disasters

As part of your plans to prepare for potential disasters that tend to hit Florida, such as hurricanes, tropical storms, floods and tornadoes, you should make sure all your important documents are kept in a secure location. This will ensure that all your documents will remain secure and undamaged, and that your estate administrator and […]

The Pros and Cons of Creating a Will on Your Own

There’s no shortage of tools online that can help you create your own last will and testament, typically through downloadable forms and templates. However, before you decide to create a will yourself, you should be aware of the pros and cons of doing so. The benefits of a do-it-yourself will The single-biggest advantage to creating […]

Some Argue the Estate Tax Should Be Raised, Not Cut

The estate tax has been the subject of much debate for years, but that debate has especially heated up since President Donald J. Trump took office in January. The estate tax has been the subject of much debate for years, but that debate has especially heated up since President Donald J. Trump took office in […]

What to Know About Getting Witnesses to Your Will Signing

When you finalize and sign your last will and testament, you must have witnesses on hand to verify that you were of sound mind when you did so. These individuals will witness your actions at the time you sign the will and, if needed, can later testify about your state of mind at the time. […]

Factors to Consider When Determining Testamentary Capacity

For a will to be legally valid, the person who creates it must “be of sound mind and body.” This is known as having “testamentary capacity.” There are five components to testamentary capacity: Age: For a will to be valid, the person creating it must be an adult and fully understand the importance of creating […]

Adding an Explanatory Letter to Your Estate Plan

Through a last will and testament, you can clearly outline how you would like to distribute your assets and property to your family members and friends. However, you may find that as you develop your will, the need arises to clarify why you made certain decisions regarding who received what or why there were disparities […]

Tips for Disaster Proofing Your Estate Plan

Whenever you work on your estate plan, you likely spend at least some of your time thinking about worst-case scenarios. In addition to accounting for these situations in your estate planning documents, you should also make sure those documents will remain safe if disaster strikes. Where you decide to store your estate planning documents depends […]

The Pros and Cons of Creating Digital Wills

As the world continues to move more toward the use of digital technology for so many aspects of our daily lives, people are constantly looking for easier digital solutions to just about everything — and estate planning is no exception. Over the past decade, there has been a proliferation of digital estate planning websites that […]

Congress, Trump Administration Could Eliminate Estate Tax

The future of the estate tax always seems to be up for debate, but under the administration of President Donald Trump, it looks like a full repeal of the tax is possible. The president repeatedly promised throughout his campaign to eliminate the tax, and the Republican-controlled Congress may be amenable to those plans. Currently, the […]