Category Archives: Estate Planning
The 2 Best Ways To Avoid An Estate Tax
The state of Florida does not have an estate tax. And, for this reason, when someone passes away, the items within their estate will not be taxed by the state of Florida. Even though the above is true, there is one caveat: the state of Florida doesn’t have an estate tax, but there is… Read More »
What Will Happen If You Don’t File Probate In Florida?
Right after an individual passes away, their will must go through the probate process. By doing so, the assets outlined within that will can be managed, and distributed, in a manner that aligns with the deceased’s wishes. A variety of different estate planning arrangements can, and do, bypass probate. But, if an individual doesn’t… Read More »
You Can Include Charitable Donations In Your Will
Your will can, and should, include the assets you wish to give to your beneficiaries. But, that is not all: your will should also include the types of charitable donations you wish to make, right after you pass. Going over the ways in which you can include charitable donations in your will, and speaking… Read More »
How Does The State Of Florida Handle Estate Taxes?
The state of Florida handles estate taxes in a manner that is quite different from most other states. This means that your estate must be managed in a slightly different manner than, say, if your estate plan was developed in Oregon. Going over how the state of Florida handles estate taxes, and speaking with… Read More »
What Happens If Your Spouse Dies Before Updating Their Will?
A wide variety of different laws and regulations are used to determine whose assets go to which beneficiaries. Just as the title of this piece suggests, some of these laws and regulations are used to determine what will happen if your spouse dies before they have updated their will. Going over what these laws… Read More »
2 Common Probate Problems And Their Solution
Right before your assets can be given to your chosen beneficiaries, they may need to pass through probate. If you can, you should develop an estate plan that allows those assets, and your estate plan, to avoid probate. But, if you don’t do this – or aren’t sure if you should – then there… Read More »
Inheritance Theft In Florida
Even though it may not be as common as you think, inheritance theft can, and does, happen in the state of Florida. Going over what inheritance theft is, and speaking with a lawyer, will make it easier for you to protect your estate. What Is Inheritance Theft? Inheritance theft is a form of tortious… Read More »
The 3 Things You Must Know About Intestate Succession
If you pass away without a will, or some other estate planning arrangement, then your assets will be distributed as per the state of Florida’s intestate succession laws. Going over these laws, and speaking with an estate planning lawyer, will allow you to distribute your assets in the manner that you desire. What Is… Read More »
What Is A Special Needs Trust?
A special needs trust is a special trust that allows you to support, and protect, a family member with special needs of one sort or another. Clarifying what a special needs trust is, and speaking with an estate planning lawyer who can help you develop one, will allow you to protect your family members…. Read More »
The Process Of Creating A Trust For Your Child
You can create a trust for your child. And, depending on your long-term estate planning goals as well as what you would like to give your child, you may want to. Going over the process of creating a trust for your child, and speaking with a lawyer, will allow you to create a trust… Read More »
