Florida Estate Planning Blog
What Does a Good Hospital Discharge Plan Look Like for My Parent?
Standing up to a health care professional can be daunting, especially if you’re worried about a premature discharge from a hospital.
Write a Letter of Instruction for Loved Ones
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
What Changes in Diet Can Be Signs of Dementia?
Despite its prevalence, dementia remains widely misunderstood. Ignorance of the range of symptoms is a crucial stumbling block.
Estate Planning when So Much Is Uncertain
Taxpayers should, of course, carefully consider whether to engage in a lifetime gifting strategy, which has other considerations beyond just estate taxes (such as the tradeoff with the ‘step‑up’ in basis, and non-tax family related considerations).
Will Gift to Heir Be a Benefit or Burden?
One of the biggest conundrums of estate planning is considering how, or even if, you can give money or property to your heirs in a manner that will help them.
Should I Add my child’s name to my bank account?
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
What Should Florida Small Business Owners Know about Estate Planning?
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
How Do I Address an Estranged Child in My Estate Planning?
Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
Benefit Controlled Trust May Be Answer to Protecting Legacy
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
How to Protect an Estate from a Rotten Son-in-Law
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.