Estate planning is complicated. Everyone has unique objectives and interests they want to protect – there is no one-size-fits-all approach. This being said, one of the most versatile estate planning tools is the living trust. The living trust isn’t for everyone, but...
Trusts
Trusts
How to select a trustee for a Florida Trust
As you begin the estate planning process, you may discover that creating a trust is the best option for you and your beneficiaries. If you choose to create a trust, you as the grantor must name someone to serve as a trustee for the trust. The trustee will have the...
Understanding special needs trusts in Florida
Trusts serve many purposes in a Florida estate plan. A properly drafted trust can protect a person’s assets from the claims of creditors and ensure that the assets in the trust are spent exclusively for the benefit of the beneficiary. A very useful type of trust has...
Options for funding a trust
Many considerations go into estate-planning, some of the most important being how to provide for loved ones once you are no longer there. Setting up a revocable or irrevocable trust can provide people with more control over how assets will be distributed later on, and...
