What Is Better, a Trust or a Will?
Estate plans come in all sizes and shapes. One of the decisions in creating an estate plan…
Why Is Updating a Will Necessary?
More than a few estate planning attorneys meet with clients who haven’t looked at their will since…
Is a Trust a Good Idea?
If chosen wisely, with the help of an experienced estate planning attorney, a trust can be a…
Do You Have a Will?
Most people are generally familiar with what is called a will, or more formally a “Last Will…
What Is a TOD Beneficiary?
It’s possible to name a TOD beneficiary for many account types—retirement accounts, savings accounts and even brokerage…
Do I Need an Estate Plan If I’m 25?
Florida Today’s recent article entitled “No matter your age, income or crushing debt, you should have an estate plan” explains…
How Do Estate Plans and Trusts Work?
There can be some confusion around terms used in estate planning. Unless you are an estate planning…
Do I Need a Generation-Skipping Trust?
The unified estate and gift tax exemption increased from $5 million to $10 million, with inflation indexing…
Can My Gun Collection Be Part of Estate Plan?
It’s common to focus on the big assets when creating an estate plan, like the family home,…
What’s Involved in an Estate Inventory?
If you’re named as executor of an estate, you will be tasked with identifying all the assets…