Tag Archives: trusts
Planning for the future and the importance of a marital trust
Planning for your future is something you have been doing your entire life. Plan for college, plan for a career, plan for your family, and plan for your retirement. But what about planning for after retirement, when you have passed from this world? With proper estate planning, you can make arrangements to keep your… Read More »
Does it Matter if Federal Estate Taxes Go Away Under President Trump?
Candidate Donald Trump said and tweeted a great many things when he ran for president. While his views on immigration and the weight of beauty contestants received a lot of attention, the candidate also vowed to repeal the federal estate and gift tax for everyone. Now that he is President-elect Trump and the Republicans… Read More »
Three estate planning tips to take before diving into summer
School’s out for summer! Almost. But before you pull out those board shorts, grab that sunscreen and head to the beach, it is a good idea to take a few steps to make sure your house is in order – your financial house. A big part of keeping your finances in order involves having… Read More »
Basic estate planning documents that can bring peace of mind
Many Floridians know that the only certainty in life is uncertainty. But when it comes to estate planning, uncertainty can be a recipe for disaster. Failing to provide specific instructions for the distribution of one’s assets after death means the state will decide how to distribute them. But with a little effort, a person… Read More »
Family fails to gain control of famous blues guitarist’s affairs
Many Florida residents know how important solid estate planning is for both themselves and their families. By investing the proper amount of time and effort, and by keeping all of their estate documents such as wills and trusts up to date, Florida residents can prevent misunderstandings between family members and other professionals who work… Read More »
The benefits of a special needs trust
Many senior citizens in America, including those here in the South Florida area, depend on government programs such as Supplemental Security Income and Medicaid for their benefits. Some of these residents may be physically or mentally disabled and unable to care for themselves and really need their coverage. But, what happens if this mentally… Read More »
Providing for a disabled heir with a special needs trust
Many Florida residents beginning the estate planning process have questions about how to provide for a family member with a physical or mental disability. If the disabled individual is receiving benefits from need-based government programs like Medicaid or Supplemental Security Income, a large bequest in a will or trust could end up disqualifying him… Read More »
Fort Myers’ Residents Seeking Streamlined Estate Planning Ideas
Locally, Fort Myers and Lee County residents maintain some of the most dynamic and active lifestyles in the country. From schooling to working to enjoying retirement and all the family, friends and activities in between, Floridians have little spare time. As a result, they often eschew things like proper estate planning. Despite this blog’s… Read More »
Some key differences between wills and trusts
The differences between wills and trusts are numerous and depending upon your situation, one might be more appropriate than the other. Wills and trusts also have a lot in common. At their core, both documents are simply estate planning tools in which you appoint a person to distribute your assets under certain terms and… Read More »
Lee County residents advised to add estate planning as resolution
It’s that time of year when we roll our eyes at the urging to adopt this resolution or that for the new year. While a new diet or workout routine may seem like a daunting 2015 exercise, there are other more simple resolutions you can make to get the momentum going. For many Fort… Read More »
