Keeping Your Estate Plan Organized

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Keeping Your Estate Plan Organized

Estate planning exists to help you keep your affairs organized after your passing. It only makes sense that you should do everything possible to ensure that your estate plan itself is organized as well. A clear, thorough estate plan will make life much easier for your loved ones in the difficult time after your passing. […]

The Most Common Causes of Estate Litigation

Estate litigation can encompass a wide variety of disputes, ranging from will validity to accusations of undue influence. So what are the most common reasons that estate litigation arises in the first place? The following are a few of these causes: Contested will or trust scenarios. People will occasionally contest a will or a trust, […]

Florida Becomes 36th State to Allow Same-Sex Marriages

As of January 6, 2015, Florida now allows same-sex marriages to occur throughout the state, due to a ruling handed down by a federal judge in north Florida stating that county clerks across the state must give marriage licenses to same-sex couples. According to U.S. District Judge Robert Hinkle in Tallahassee, the same-sex marriage ban […]

What is a Revocable Living Trust?

A revocable living trust is a type of agreement included in an estate plan that designates a person who will be responsible for managing your property. Unlike other types of trusts, it can still be managed by the creator while he or she is alive and considered to be mentally competent, and he or she […]

How to Disinherit an Heir from Your Will

If you die without a will, all of the property in your estate will be distributed according to state law. This means that a surviving spouse and children will be the first to receive your property. Establishing a will is one way to gain greater control over the distribution of your assets, but there may […]

What Are the Duties of an Estate Executor?

As a part of your estate planning process, it is imperative that you assign someone the duty of estate personal representative.  (Some states still call that person an executor. Because so many people are more familiar with the older term, I will use that term here). That person should be a trust company or a […]

How Can Inheritance Affect Child Support?

When courts work to determine child support obligations, one of the first factors they look at is the income levels of each parent. However, if one of the children or parents are expected to receive an inheritance at some point soon, the expected amount could have an impact on child support responsibilities or payment received […]

Leaving an Inheritance for Your Children

Setting up a will when you have young children can pose a number of complications. Because they are unable to manage assets on their own, you will need to figure out how to best care for them until they are old enough to assume financial control. For many people, they avoid this issue by simply […]

Dying Without a Will: Intestate Succession in Florida

Most people understand the importance of drafting a will, and yet they often put it off far too long to the point where they die without one. While this can be stressful for your family, Florida has a number of laws that allow for intestate succession so that your property is passed down to your […]

Dynasty Trusts and the Option to Protect Your Family Fortune

When you’re making plans for your estate, you may wonder not only how you can take care of your children, but how you can plan for the financial security of generations to come. Thanks to changes in the law, Florida retirees now have the option of creating dynasty trusts that offer financial protection to succeeding […]