Recent Blog Posts
Should Beneficiaries Always Be Treated Equally In An Estate Plan?
It would seem practical to think that the best way to put together an estate plan would be with completely equal fairness. When you name beneficiaries and individuals you cherish and love, they should all be treated the same. It would be unfair to give much more to one beneficiary than the other. However,… Read More »
Is The Villages, Florida The Best Adult Retirement Community In America?
It is always subjective when evaluating anything to determine if it is “the best” or “one of the best.” However, for mature adults that are looking for a community with like-minded individuals who share similar interests and are at the same time in life, The Villages, Florida, is one of the most prominent and… Read More »
Can Being The Executor Of One’s Estate Mean Potential Legal Trouble?
When it comes to money and wealth issues, people can become quite unpredictable with their behavior, especially if they believe they are being wronged or mistreated. Money can change many things, including making loving relationships pretty contentious ones. This is especially true in the emotional aftermath of a death. If you have been asked… Read More »
Why Families’ Interest In Medicaid For Nursing Home Care On The Rise
When you are estate planning, you may be in good shape health-wise, but this could change in the future. It is impossible to know what can happen as we age and while some of us can keep a fairly sharp mind and be able to care for ourselves, in many situations, the majority will… Read More »
The Pros And Cons Of Creating A Will Yourself
If you can save some money here and there, that is a good thing and can help you build savings or put away money for an emergency fund should you ever need it. But, there are some areas where it makes sense to look for cuts and other places where it is in your… Read More »
Avoiding Probate In Florida – Consider The Alternatives
Probate is supervised by a Florida court, and the process identifies assets and debts that were individually owned by a decedent, while ensuring that the decedent’s assets are transferred to the proper beneficiaries. Probate can be complex as two types of probate administration exist in Florida law: summary administration and formal administration. There is… Read More »
How Long Does It Take To Get Aid And Attendance Benefits?
As we age, doing daily tasks and going about normal life can be much more challenging. If assistance is necessary to help one get through each day, this does come with a price tag. Depending how much assistance one needs can relate to how much the cost will be. Those that have served their… Read More »
Tax Considerations For Your Estate With Florida And Federal Estate Taxes
Putting an estate plan together can be an in-depth and intensive process because of the many aspects to think about and include. One of the most important to consider is how taxes will impact your wealth. Ultimately, no matter how rich you are preparing your estate plan to minimize your tax burden is usually… Read More »
Top 5 Duties Of The Executor Of A Will
In Florida, an executor of a will can also go by the name personal representative. This individual has specific duties with respect to the wealth distribution of an established estate that must take place to formally and officially close the estate under the law. This is not a task that is always so straightforward… Read More »
Differences Between A Living Trust And A Testamentary Trust
It may not be the most bright and cheery task to work through, but establishing an estate plan and developing end-of-life documents is a necessary one nevertheless. Two types of trusts that can often be confused with each other are Testamentary Trusts and Living Trusts. There are pros and cons to each and figuring… Read More »
