Do I Need a Trust, or a Last Will and Testament or both?
January 3, 2023
One of the most common questions people ask about estate planning is whether they should be using a revocable trust instead of a last will and testament.
One of the most common questions people ask about estate planning is whether they should be using a revocable trust instead of a last will and testament.
Overlooking an important step or making a blunder can derail all your careful planning, leaving your heirs and beneficiaries with a headache-inducing challenge.
Adult children may anticipate, but are not legally entitled, to an inheritance.
Asset protection planning is the process of building barriers around your assets, whether those assets are personal or business, to keep them safe from litigation, creditor claims, seizure and burdensome taxes.
A prenuptial agreement can save you a lot of money and time should your marriage end. Often called a prenup, this document lays out how your assets and debts will be distributed should your marriage end.
In Florida, the term “guardianship” refers to a legal process where a person is evaluated to determine if they are incapacitated and in need of a legal guardian. To make this determination the Court appoints an examining committee consisting of three members. Of the three members, one member must be
Building wealth is only half the job. Protecting wealth for your loved ones and yourself is equally important. Through estate planning, our firm can help you protect everyone and everything you love — family, friends, and favorite charities. Estate planning is the ongoing process of preparing for incapacity and death.
Following a well-balanced diet that’s rich in fruits and vegetables and low in sugar can have many benefits to your health, including reducing a person’s risk of dementia. However, a popular and well-recommended meal plan known as the Mediterranean diet may not lower the odds of developing dementia as previous research had suggested.
While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.
We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028