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Financial planning can be hard to accomplish, especially these days when many people in Florida are simply living paycheck to paycheck. However, for those who are able to put together a cohesive plan for how they will handle their income, expenses, assets and...
It is difficult to imagine that one day you may not be able to take care of yourself. However, facing this possibility is essential to making sure that your needs are met if you are no longer able to handle your affairs. One way to protect your interests and your...
People in the Tampa area may have heard that it is almost always better to create a trust instead of just drafting a will. There is some truth to that. In many cases, a trust really is the best estate planning device for a Florida family. To give just one common...
If you have a loved one who passed away in the sunshine state, you may wonder who will oversee administering their estate. The person who manages this important task is called a personal representative, and they have many duties and responsibilities under the law....
Floridians who are thinking about the future and want to be prepared for every eventuality will understand the importance of comprehensive estate planning and crafting all the necessary documents. Part of that is having contingencies in place if they become...
Trusts can be adapted to many purposes and come in a variety of forms. One type is known as a land trust, in which the document forms a legal entity that holds real estate for the benefit of its named beneficiaries. Creating the trust In Florida, individuals can set...
If you are creating a trust in Florida, one of the most important decisions you will have to make is who will serve as your trustee. A trustee is the person or entity that manages the assets of the trust and distributes them to the beneficiaries according to your...
Drafting a will provides Floridians the ability to direct how their hard-earned assets are passed on to loved ones. A person signing a will — known as the testator — wants to avoid the potential for a challenge to the validity of the will. For example, there could...
Many people choose to create a living trust as part of their estate plans. A trust serves as an estate planning tool that allows for certain assets to be distributed when the time comes. As the person creating and funding the trust, you are the grantor or settler of...
Many people spend their whole lives earning income, investing their money, and purchasing property to make sure that they have accumulated enough wealth to take care of themselves and their families. As we get older, many of us start thinking about passing on some or...
