Tag Archives: wills
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 »
Can you prevent someone from contesting your last will?
If you’ve taken the steps of creating a last will and estate plan, you likely did so because you have strong preferences about the division of your assets following your death. You don’t want people you love to argue over your estate. Unfortunately, it is common for heirs to contest the last will left… Read More »
4 points to know about a living will in Florida
Planning your estate is easy to put off, but doing so can leave your family with trouble if something happens to you. Your estate plan should contain more than just a list of who is going to get what. Don’t fall into the mode of thinking that you are too young to create an… Read More »
Creating a strong and robust will
With today’s longer life spans, our lives get more and more complex, and having money and assets to leave behind to friends and family only adds to the confusion. Creating a will that spells out who gets what can help avoid unseemly family squabbles and can help assure that your wishes are attended to…. Read More »
When a Prince errs: Learn from the star’s estate planning mistakes
Even Hollywood royalty can make mistakes. This was highlighted by the recent revelation that music mega-star Prince did not have a will. The star’s mistake provides an opportunity for countless others to learn from this error. Prince was not alone; failing to put together a will is one of the four most common estate… 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 »
Things that shouldn’t be included in a will
Creating a will as part of an estate plan can be a daunting task for many Florida residents. There is a tendency for some people to try to stuff their wills with far more specific details than necessary. It is important to remember that when putting together a will, there is some information that… 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 »
