Category Archives: Estate Planning
Adopted Children & Step Children: How They Are Integrated Your Will
The state of Florida relies on a multitude of laws and regulations. Some of these laws and regulations govern the ways in which adopted children and step children can be/will be integrated into your will. Going over how adopted children and step children are integrated into your will, and speaking with a Florida estate… Read More »
A Divorce Can Affect Your Estate Plan
A divorce can, and often does, reshape your life in ways that are both big and small. But, one of the things that is often overlooked, during and after the divorce process, is the ways in which your estate plan shifts. Going over the ways in which a divorce can affect your estate plan,… Read More »
The Situations In Which Your Beneficiaries May Need To Pay Estate Taxes
If you have a set of assets you wish to give your beneficiaries, you can develop an estate plan that distributes those assets to them. But, depending on the facts underlying your estate and estate plan, they may need to pay estate taxes. Going over the situations in which your beneficiaries may need to… Read More »
The Best Way To Protect Your Life Insurance Policy Documentation
Your life insurance policy documentation is what allows your loved ones to claim the money contained within the policy. And, if your loved ones do not have access to this documentation, they may not be able to claim this money. Going over the best way to protect your life insurance policy documentation, and speaking… Read More »
The Major Downside Of A Revocable Trust
A revocable trust offers many benefits. But, it also offers one major downside that could affect your beneficiaries and the assets you wish to give them. Going over the major downside of a revocable trust, and speaking with an estate planning lawyer, will allow you to protect your assets. What Is A Revocable Trust? … Read More »
The Problems That A Survivorship Deed Can Create
A survivorship deed is a deed that allows two people to own property together. If two business partners would like to own a property together, then they can use a survivorship deed to do that. By doing so, when one of the business partners passes away, the property will automatically go to the other… Read More »
3 Estate Planning Tools You Can Use To Protect Your Young Children
Even though it may seem unnecessary, planning your children’s estate is almost always a good idea. And, the reason for this is as follows: by planning your children’s estate, you secure a healthy, and abundant, future for them. Going over the three estate planning tools you can use to protect your young children, and… Read More »
The Best Way To Find Your Deceased Loved One’s Life Insurance Policy
Many families are unaware that their loved one had a life insurance policy. And, for this very reason, the funds within this policy are never claimed, preventing one’s family members from using this money. Going over the best way to find your deceased loved one’s life insurance policy, and speaking with a lawyer at… Read More »
3 Major Mistakes To Avoid When Naming Your Life Insurance Beneficiary
Your life insurance policy can, and should, go to the person you would like to give it to. But, there are certain mistakes that, if made, can make it much more difficult for your life insurance policy to go to the right person. Going over the three major mistakes to avoid when naming your… Read More »
The 2 Ways Your Trustee Can Resign
A good trust allows you to protect your estate from probate. But, in order for you to have a trust that achieves this purpose, you must have a trustee who will act on your behalf. Going over the two ways your trustee can resign, and speaking with a lawyer, will make it easier for… Read More »
