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Protecting Children with an Estate Plan

Protecting Children with an Estate Plan

According to a 2019 survey, 57% of adults in the United States have not prepared any estate planning documents, such as a will or trust, despite the fact that 76% viewed them as important. Many believed mistakenly that it was not necessary because they did not have many assets.  Estate Planning is not just for Read More

TRUST BASICS: HOW MANY WITNESSES ARE NEEDED FOR A TRUST?

A Trust is essentially an agreement between the Grantor (sometimes called the Trustor) and the Trustees, who maintain the Trust in accordance with its terms.  I tell clients to think of a Trust as a private treasure chest or safe deposit box for assets.  Trust law is state specific, so in Florida, the Florida Trust Read More

The SECURE Act – What You Need to Know

Last week I gave a presentation to a room of thirty folks at the Hale Senior Activity Center in Dunedin, Florida, and not a single person in the room knew what the SECURE Act is. Here is a brief look at the SECURE Act and who it effects. The SECURE Act took effect on January Read More

Avoiding Probate Through Joint Ownership and the Exemption on Deeds Between Spouses

One way to avoid probate is through certain types of joint ownership or joint tenancy.  When a married couple buys a property, they own it as a tenancy by the entirety, and the property will automatically pass to the surviving spouse without probate.  Florida law was updated last year to allow for the exemption of Read More

FACE YOUR FEARS: Check Create Estate Plan Off of Your Year-End To-Do List

Last Friday, I helped one of my good friends complete her and her husband’s estate plan, and they finally signed the finished documents on a beautiful afternoon at her condo on the ocean.  The process was difficult for her.  Not because she had much to do; I did the hard work for her. But she Read More

Top 6 Reasons to Make a Trust

A Trust is an arrangement or agreement that allows a third party to hold and manage assets for a beneficiary or beneficiaries.  A Trust allows you to bring all of your assets under one document and avoid interference by the courts. In Florida, the revocable, or “living,” trust is governed by Chapter 736, Florida Statutes. The revocable trust has Read More