When it comes to ensuring the long-term financial security and well-being of individuals with disabilities or special needs, usually people who cannot take care of themselves on their own and need assistance from others on a day-to-day basis, special needs trusts play...
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Trusts
Estate planning for pets
Estate planning is a much-needed, highly proactive step to ensure that loved ones are cared for after you are gone. The ultimate goal is to secure the future you want for your loved ones, whether they are children, grandchildren, or family pets. While many may roll...
Potential Benefits Of A Trust
A trust may be ideal for those who are looking for a convenient way to manage their affairs before and after they pass away. It is typically used in an effort to bypass Florida probate laws, but there are many other benefits to creating either a living trust or an...
Revocable Living Trusts And How They Work In Florida
Are you considering your options for estate planning in Florida? You may have looked into trusts, specifically revocable living trusts. What is a revocable living trust? A revocable living trust is a legal document that allows you to transfer ownership of your...
Is A Revocable Living Trust Right For You?
Establishing a trust can be an effective asset protection maneuver. For many people in Florida with disposable assets that need protection from tax evaluation and other exposure, trusts are indeed good financial tools. However, true protection often only comes when a...
The Difference Between Estate Planning, Wills And Trusts
Estate planning involves deciding who will inherit your assets and property when you pass away. Planning your estate also entails giving someone the power to manage your financial affairs if you become incapacitated. If you're a Florida resident, here are some things...
How do grantor retained annuity trusts work in Florida?
Trusts are excellent tools for estate planning. Some people use them to help protect beneficiaries, secure trusts for children with disabilities and provide benefits for tax purposes. Like most people, you may not want to part with your assets in case you need them...
What are the benefits of creating a family trust?
Florida families might have a lot of questions about estate planning for their families. These questions only amplify with the number of assets that a person has or the number of people in their family. Without a proper will, the state dictates what happens to all...
What are the top reasons why you should avoid probate?
Planning what happens to your estate in Lake Mary, Florida can be difficult, but things are easier when you have a will. This can ensure that in the event of your death, your estate can be settled and everyone who has been designated as an heir will get the property...
Can a trust protect your child’s inheritance from their spouse?
Florida parents who are updating their wills may see things differently than they did years ago. As time goes by, our priorities tend to change, and our families tend to grow. If you want to ensure that your children end up with a sizable inheritance, a trust can be a...