On behalf of Cynthia I. Waisman, P.A. | Jan 29, 2019 | Estate Planning
Wondering about your parent’s financial situation, and how their finances may one day help or hinder you, can feel awkward. People may expect an inheritance to help cover the care they have provided their parents. Others may assume any money left will naturally be...
On behalf of Cynthia I. Waisman, P.A. | Nov 1, 2018 | Estate Planning
Selecting a trustee is an extremely important part of a Trust, and may have tax consequences. Almost anyone can be named as your trustee. Unlike the appointment of a personal representative of a probate estate, a trustee is not required live in Florida or be related...
On behalf of Cynthia I. Waisman, P.A. | Nov 1, 2018 | Estate Planning
Acting in the role of a trustee is not an easy position. The specific powers and responsibilities depend on the instructions in your trust documents. Although important, the prudent investment of trust assets is not a trustee’s only responsibility. Generally, a...
On behalf of Cynthia I. Waisman, P.A. | Apr 2, 2014 | Estate Planning
Who qualifies as the Personal Representative? The Personal Representative can be selected in several ways. Where there is a valid Will, the a person is appointed in the Will to act as Personal Representative. The Court usually follows this provision, unless they have...
