Tag Archives: The Villages Estate Planning Attorney
Making Sure Your Will Meets The Requirements Of Florida Law
Wills can be prepared under many different circumstances. Some people write their wills in the presence of an attorney, others use online templates, while others chose to personally handwrite their wills hoping they will be legally sufficient when they die. Despite the many ways people use to prepare their wills, there are some wills… Read More »
Estate Planning With Children With Special Needs In Mind
When parents with special needs children decide to put together an estate plan, they are not just thinking about how they will be taken care of in the later stages of life, or how their affairs will be handled after they pass away. They have to consider their children in all aspects of their… Read More »
Can I keep My Will And Trust Documents Private During My Lifetime?
There may be a variety of reasons that many people want to keep private the plans they have made for the distribution of their property after their death. Once someone has decided who she wants to leave her assets to after she passes away, she may be worried about other people finding out and… Read More »
Taxes And Estate Planning
News that a person has inherited a large sum of money or a valuable asset may bring some initial joy and gratitude, however, it may also cause the heir to be concerned about taxes and how much will have to be paid before they can receive the inheritance. While some people may decide to… Read More »
Ways to Avoid Probate
After someone dies and they have a will, it must pass through probate. Probate is the process where the will gets submitted to the court by the executor of the will, and then the court supervises the executor throughout the probate process. The probate process involves gathering the assets of the deceased person and… Read More »
What Seniors Need to Know About Medicaid Planning
Medicaid planning is a way for seniors to access the long-term care benefits provided by Medicaid, without bankrupting themselves with nursing home bills in the process. However, Medicaid planning can be complicated and small mistakes may make you liable for large penalties. That is why it is extremely important to work with a skilled… Read More »
Pet Trusts in Florida
Many people who have pets think of them as members of their families. Therefore, it is natural that when planning an estate, individuals want to make sure that their pets are provided for. This often takes the form of pet trusts. If you are thinking about planning your estate and want to be sure… Read More »
Grantor Retained Annuity Trust
A Grantor Retained Annuity Trust (GRAT) is another estate planning tool that you may want to take advantage of. At first GRATs may sound a little more complicated than other trusts or estate planning options, but when explained step by step they can be much more easily understood. As always, you should work with… Read More »
Prenuptial Agreements and Senior Marriages
It is common for a spouse to remarry after the death or divorce of a previous spouse. A prenuptial agreement can be an important tool in any marriage, but can be especially useful for people who are marrying for the second or third time and are towards the later years of their life. What… Read More »
Special Needs Trusts
Special needs trusts are a great way to help provide for someone with disabilities without jeopardizing his or her access to public benefits programs. If you have a disabled family member under the age of 65 you may want to think about including a special needs trust in your estate plan. What is a… Read More »