Tag Archives: wills
Smooth estate administration planning requires pro-activity
This blog regularly discusses issues with estate planning. From wills to trusts, there are countless ways for local Fort Myers and Lee County residents to control their final wishes. In practice, though, these plans can be undone by poor administration. As a result, any comprehensive estate plan must make provisions for a smooth estate… Read More »
Should Fort Myers residents opt for a will or a trust?
Local residents want to know whether they should have a trust carry out their wishes after they are gone. They then want to know whether this step could do away with their wills. Despite the common nature of such questions, many Lee County residents are still wondering which direction is best for them. The… Read More »
New study highlights Floridians motivations for estate planning
Estate planning is extremely important for Floridians. A new study from industry leaders has honed in on the top three reasons people engage in estate planning. The number one reason surveyed was the desire to avoid probate. The next two reasons cited for an individual’s decision to undertake estate planning were to prevent discord… Read More »
Florida courts help heirs through estate administration
This blog regularly reports on the difference between a will and a trust. The most commonly cited difference is that trusts are private documents which can be administered, generally, without court supervision. Wills on the other hand must go through a probate process that is overseen by Florida courts. After decades of guiding heirs… Read More »
Radio legend’s passing teaches several estate planning lessons
Generations of people in Lee County grew up listening to radio host Casey Kasem deliver the latest and greatest in pop music. Out of the public spotlight for years after his retirement, Kasem reappeared in the news suddenly these past weeks as a bizarre family dispute played out between his wife and his adult… Read More »
Estate planning and charitable donations
While taking care of children, grandchildren and other relatives is often times an individual’s primary concern in estate planning, many people also focus on charities that are near and dear to their hearts. This altruism makes sense for many people designing an estate plan that fits their needs. In addition to the significant psychological… Read More »
Florida women advised to customize estate planning
The rules and regulations governing wills and trusts do not differentiate between male and female. Nevertheless, the customizable nature of estate planning mandates that each individual take a unique approach to their own plan. Given the differences between men and women, it is important for each sex to recognize that certain things that worked… Read More »
Singer’s estate fights for rights almost 30 years after his death
Much of estate planning is concerned with wrapping up one’s affairs. Florida residents who execute their wills or create other estate planning documents are thinking about passing their assets on to the next generation. However, sometimes these assets are things that will continue to gather value for many years to come. Sometimes estate administration… Read More »
New Study On Trusts vs. Wills Enlightening For Florida Residents
Most Florida residents know that various documents have become an important part of the estate planning process. While wills continue to have a role, many locals see trusts as an effective way of avoiding the cumbersome probate process. Now, a new international study suggests that this American model is being followed overseas as well…. Read More »
Court battle over painting shows need for estate planning
Florida residents undoubtedly remember Farrah Fawcett. The star was mainly known for her acting roles, but a recent legal dispute has brought Fawcett’s name back into the spotlight. Fawcett passed away in 2009, but her long-time partner, Ryan O’Neal, has struggled to handle her estate. Two portraits of the actress were created by Andy… Read More »
