Tag Archives: distribution of assets
Two reasons to include digital assets in your estate plan
A successful estate plan should be tailored to cover the owner’s entire estate. In this day and age, that means it should include provisions regarding digital assets. This expands beyond log-in information for social media accounts and email to include access to online banking accounts. Our reliance on these forms of digital assets, in… Read More »
Florida calling for more probate judges
The Florida Supreme Court has recently put the state Legislature on notice to the fact that Florida needs more judges. The State’s highest court cited the large number of cases, the increased complexity of those cases and new legislation as the primary reason for requesting 32 new judges. One of the biggest areas of… Read More »
Fort Myers residents, self-dealing and estate administration
A recent revenue ruling issued by the Internal Revenue Service (IRS) has caught the attention of many estate planners in the Fort Myers’ area. The ruling concerned an individual who had sold an interest in his company to a trust for a note. Under his will, the man then conveyed the note to several… Read More »
