Tag Archives: The Villages Estate Planning Attorney
Bypass Trusts
Though they are used less today than they were a few years ago, bypass trusts are still an important estate planning tool. You should know the basics about bypass trusts and the changes in the law that make bypass trusts less common, but still a useful tool for some people. What Are Bypass Trusts?… Read More »
Introduction to Long Term Care Planning
You may have heard of long term care planning before, but you may not know exactly what it refers to. In the world of elder law when this term is used, it is referring to something very specific. At the end of life many people need extended care in environments that can meet their… Read More »
Who Should I Choose for my Trustee?
Many people include one or more kinds of trusts in their estate plans, especially the common revocable living trusts. When a grantor creates a trust, he or she also needs to name at least one trustee. Depending on the kind of trust, it may make sense for the settlor to name him or herself… Read More »
What Exactly is Probate, Anyway?
Probate is an important part of the process of estate administration process after someone dies. Ultimately, anyone who is interested in creating an estate plan should reach out to an attorney to learn more about the probate process, and how it could affect their future estate. What Probate Is Probate is a legal process… Read More »
Starting A Family Foundation
You do not have to be a billionaire to start a family foundation. In fact, it may make sense as part of your estate planning and wealth management. However, it is important to reach out to a skilled legal professional before making any decisions regarding your future estate plan. What is a Family Foundation?… Read More »
Stand-Alone Education Trust Basics
A stand-alone education trust is another popular estate planning tool. With the cost of college and graduate school rising and with college degrees becoming more and more necessary for employment, a stand-alone education trust is something that you may want to think about as you plan for the future of you and your family…. Read More »
Estate Planning Basics: Pour Over Wills
Pour over wills are an important estate planning tool. This article discusses pour over wills in Florida and their relationship to revocable living trusts. Will Basics A will is one of the most well-known estate planning tools. As you probably know, in a will a person documents his or her wishes for the disposition… Read More »
What Blended Families Need to Know About Estate Planning
Now that more people are getting divorced and marrying again, blended families are relatively common. Merging two families can come with a host of unexpected issues. One issue concerns estate planning. Estate planning in a blended family can cause many conflicts, but it also may keep the peace in the long run. It is… Read More »
Why Might A Will Be Declared Invalid?
The vast majority of wills are probated and executed with no issue. However, you may have heard that unhappy family members sometimes contest the wills of loved ones in court. You may wonder how people can fight over a document that should be pretty clear on its face. This article looks at some of… Read More »
Basics of Revocable Living Trusts
Revocable living trusts are a common part of elder law and estate planning. In fact, revocable living trusts are one of the most common estate planning tools. Therefore, it is important to have a clear understanding about living trusts, what they are, and what they do. Important Definitions Talking about trusts is sometimes like… Read More »
