Category Archives: Estate Planning
4 Life Events That Should Lead To An Updated Estate Plan
A variety of life events can, and should, lead to you reviewing, and updating, your estate plan. And, with that in mind, you can find five events that should lead to an updated estate plan in the sections right below. Going over all of these events, and speaking with a lawyer, will allow you… Read More »
3 Ways Proper Estate Planning Can Save You Lots Of Money
Proper estate planning can save you lots of money. This ensures that your loved ones will receive the assets you like to give them, without the financial challenges that can arise from receiving these assets. Going over the ways in which estate planning can save you lots of money, and speaking with an estate… Read More »
Should You Select Your Child To Be A Trustee?
Selecting the right trustee is one of the most important estate planning decisions you will ever make. Going over whether or not you should select your child to be a trustee, and speaking with a lawyer, will allow you to develop the best possible trust. What Is A Trustee? A trustee is a third… Read More »
What Is Intangible Personal Property And Does It Play A Role In Your Estate Plan?
Your estate plan can encompass two types of personal property: tangible and intangible. Going over those two types of personal property, and speaking with a lawyer, will allow you to develop an estate plan that satisfies your needs. What Is Personal Property? Personal property is, in essence, any movable thing, or intangible item, that… Read More »
Can You Prove Undue Influence?
Out of all the grounds that allow a will/trust to be contested, undue influence is one of the most notable. Going over how undue influence can be proven, and speaking with a lawyer, will allow you to obtain the best possible outcome. What Is Undue Influence? Sometimes, one party takes advantage over another party… Read More »
2 Things You Should Not Include With Your Estate Planning Documents
A wide variety of different types of information must be included with your estate planning documents. But, there are other types of information that cannot, and really should not, be included with your estate planning documents. Going over the two most notable things you should not include with your estate planning documents, and speaking… Read More »
5 Types Of Assets You Can Use To Fund Your Trust
A good trust is one of the most important components in an estate plan. But, in order for your trust to be used as the means through which your assets are distributed to your beneficiaries, you must fund it. Going over the five types of assets you can use to fund your trust, and… Read More »
What Are The Signs Of Financial Elder Abuse?
Many elderly people struggle with managing, and going about, their day-to-day lives. This can lead to elder abuse of various sorts, including financial elder abuse. Going over the signs of financial elder abuse, and speaking with an estate planning lawyer, will allow your elderly loved one to protect their financial assets. What Is Financial… Read More »
Is A Handwritten Will Valid In The State Of Florida?
To answer the question outlined above, “Yes, a handwritten will is valid in the state of Florida.” But, the above is true only if certain conditions are met. If these conditions are not met, then your handwritten will is not valid in the state of Florida. Going over the ways in which you can… Read More »
Are Probate Records Public Information?
Every probate record is considered public information within the state of Florida. Given this fact, most of the information these records contain is also public and, as such, accessible to those who wish to access it. Going over what it means for your probate records to be public information, and speaking with a Florida… Read More »
