Category Archives: Estate Planning
Trust, prenup at issue following Alan Thicke’s death
Florida residents may be interested to hear that a war may be brewing between the children of late actor Alan Thicke and his widow. In 1988, Thicke drafted a living trust. Later, when he married his now widow he entered into a prenuptial agreement with her in September 2004. The couple wed in May… Read More »
Is there a difference between fair and equal in estate planning?
Parents of young children may strive to keep things fair between their children. For example, parents may set an age at which the child can have a later bedtime, watch certain movies or television shows or start dating. However, it is not always that easy to treat your children equally when the children grow… Read More »
How does a ‘life estate’ factor into estate planning?
The family home is where the heart is, but what will happen to your home when you die? Some people in Ft. Myers may have left their home to their children in their will, but that will still needs to go through probate, which could be a long and pricey process. Are there any… Read More »
How can estate planning can address both life and death wishes?
Some people in Ft. Myers may have created a will, and then considered their estate plan is complete. Others may be so intimidated by the thought of estate planning that they haven’t started at all. However, a well-rounded estate plan encompasses more than just a will. It encompasses all the documents a person needs… Read More »
Estate planning for the care of your furry friends
Whether one owns a dog, a cat or any other furry companion, pets provide unconditional love in our lives. Floridians who have gone through the estate planning process may have given very careful and thorough thought to their family members’ needs after they pass away. However, Floridians should not neglect to address their pet’s… Read More »
Is a special needs trust right for your loved one?
Estate planning can be a complicated thing, especially when you want to provide for an individual with special needs. Our country’s tax laws and government assistance programs often work against each other if careful plans are not made in advance. Leaving assets to someone with special needs can create a bit of a paradox… Read More »
Estate planning can let one be prepared for the inevitable
As the old saying goes, “Nothing is certain but death and taxes.” While many people in Ft. Myers are currently facing the taxes portion of that adage head-on during this time of the year, many others are reluctant to plan for the other portion of the saying, death. Yet death will one day come… Read More »
Knowing when it’s time to update your estate plan
If you have already taken the time to create an estate plan, you have done the right thing. You are protecting your family, your loved ones and yourself in the event of an accident or sudden illness. Far too many people put off estate planning until their mortality is unavoidable. By creating an estate… Read More »
Even Millennials need an estate plan
Young adulthood is full of milestones. Millennials in Florida these days are getting an education and landing their first “real” jobs, with benefits such as pensions, retirement plans and life insurance. They may even be making major purchases, such as buying their first homes, or starting families. However, one thing they may not have… Read More »
Establishing a Florida guardianship for your adult child
Sometimes things happen that are completely out of our control. Imagine you have an adult child in his late twenties, unmarried, with a good job. His life was heading in the right direction until he went out for a weekend fishing trip with the guys. A horrific boating accident left him with a severe… Read More »
