Tag Archives: The Villages Estate Planning Lawyer
Bypass Trusts
Though they are used less today than they were a few years ago, bypass trusts are still an important estate planning tool. You should know the basics about bypass trusts and the changes in the law that make bypass trusts less common, but still a useful tool for some people. What Are Bypass Trusts?… Read More »
Charitable Remainder Trust Basics
A charitable remainder trust is an important estate planning tool. Charitable remainder trusts are a way to support a cause you love while also getting tax benefits for yourself and your heirs. This article looks at the specifics of charitable remainder trusts and gives a brief introduction to the most common kinds of charitable… Read More »
How to Choose the Right Executor of Your Will
Making a will is an important part of estate planning. One of the things that you need to decide is who you want to be the executor of your will. If you choose a person as opposed to a law firm or other entity, you will also want to have an alternate in case… Read More »
What Are Advance Directives?
As we get older there are a lot of things that we need to start considering. One thing that we need to make sure we have completed are our advance directives. People of all ages should complete their advance directives and make them available for their loved ones and medical professionals, but this becomes… Read More »
Protecting your Assets when a Spouse Needs Long-term Care
When a loved one is ill, there are a lot of concerns. Is she getting good care? How will we pay for the care? What happens if he cannot come home? Among the concerns that trouble people the most is the fear that the cost of long-term care will exceed one’s financial resources. In… Read More »
How Everyday People Can Maximize the Benefits of Life Insurance
If you are like most Americans, your heirs are probably not going to be greeted by a bank president upon your death. They may not inherit billions of dollars in an offshore trust. However, trusts are not just for the wealthy. There are some clever tricks that everyday people can use to ensure their… Read More »
Using Trusts to Provide for Minor Children and Disabled Adults
Most people worry about providing for their children after death. Wills and trusts offer unique vehicles through which people can provide financial security for future generations. However, for those with disabled adult children or minor children, there is the added concern about who will care for those children and how. Some of the big… Read More »
Spendthrift Trusts not Just for the Wealthy
Research tends to show that people who come into large sums of money often burn through it pretty quickly. Consider these examples of people who won millions only to have their lives completely deteriorate. From drugs and lavish lifestyles to reckless gambling and ruined marriages, new money can be a very dangerous thing to… Read More »
5 Reasons Not to Put Off Your Estate Plan
Many Florida residents have chosen to retire in the sunshine state to avoid cold winters and to partake in the host of sunny outdoors activities that are in such abundance here. People come from all over to enjoy the moderate temperatures and year-round accessibility of Florida’s beaches. Yet, every summer, many of these same… Read More »
Elder Exploitation Sometimes Subtler Than Expected
We have all heard the horrifying stories of seniors being ripped off by deadbeat con artists or dishonest contractors. But exploitation goes far beyond business dealings with strangers. The U.S. Department of Health and Human Services’ special Agency on Aging provides regular statistics tracking the prevalence of elder abuse in America. According to reports… Read More »
