In these current times, more people than ever may be giving thought to estate planning. After all, a person of any age can suffer a fatal illness. Moreover, even those of modest means may still have preferences about who should inherit their assets. Executing a will...
Helping You Fulfill Your Family’s Plan For Life And Beyond
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What are the duties of an estate administrator?
Many people in the Fort Lauderdale area have taken the time to create their estate plan. Having an estate plan is important to make sure a person’s assets are distributed according to their wishes upon their death and to leave a legacy for the next generation. Part of...
The different types of trusts and how they help estate planners
Trusts are a way to pass assets during life or upon death and can be an important component of an estate plan. There are different types of trusts that can achieve different purposes for estate planners which is why they should be familiar with the different types of...
Take these steps after your spouse dies
The death of a spouse is an almost unbearably difficult time. But there are many financial steps that you should take to assure that there is proper estate administration, your spouse’s wishes are followed, and your family’s financial interests are protected. First...
Florida’s laws of intestacy
Death is a difficult topic for many families to address. Unfortunately, it is also one of the most common occurrences that throw families into legal proceedings. When a Fort Lauderdale resident dies, their estate must be managed and distributed in accordance with the...
What are the benefits of an A-B Trust?
Readers of this blog are likely familiar with estate planning tools, like trusts. Specifically, many may know about a bypass trust, also called the credit shelter trust and the B trust, but they may not know how they work with ew. And, this post will cover such “A-B...
Is sharing estate planning decisions with heirs a wise step?
Creating an estate plan is a wise and responsible act in Florida. This is true regardless of a person’s age and financial situation. Even those who are younger and do not believe it is a priority can benefit from understanding the benefits of estate planning. Still,...
How to minimize sibling disputes using estate planning
As most Fort Lauderdale area parents understand, their children don’t always get along. Since they were little kids, siblings often have many disputes. But when it comes to a parent’s estate after they pass away, siblings can run into big problems. There are steps...
The ABCs of choosing an executor or trustee
Creating an estate plan requires many decisions, all of which should be made carefully. Two of the most important decisions are choosing an executor and, required, a trustee. Both positions involve carrying out the wishes of the decedent for a significant period of...
Do I need to modify my estate plan?
A lot of people put of estate planning out of fear of confronting their own mortality. That’s understandable, but those who work to create an estate plan often find an enormous weight lifted off of their shoulders. These individuals take comfort knowing that their...
