Estate Planning

If for financial or tax reasons you do not wish to receive an asset for which you are a beneficiary, you can use a qualified disclaimer to pass this asset instead to other listed beneficiaries.  [...]

During estate planning, it is crucial to learn about the different levels of privacy that various estate planning documents provide you.  If you choose to leave assets through a will, that will [...]

When getting remarried later in life, you must consider how that marriage will affect your previous plan to leave assets to beneficiaries such as children from previous marriages.  Most think [...]

            Besides naming a specific individual as the beneficiary of your life insurance trust, you can name a trust as beneficiary.  This can be helpful in ensuring the money in this policy [...]

Fighting over an inheritance can both cause significant family tension and a reduction in the inheritance heirs will receive due to legal fees.  To avoid this situation, you must set up a very [...]

Unfortunately, many people’s identities are stolen after they die.  This obviously creates much trouble and confusion for family members attempting to honor the wishes of their deceased loved one [...]

As you and a qualified attorney are drafting estate planning documents, be sure to consider the following and express to your attorney exactly how you want your assets to be distributed after [...]

Undue influence often involves a family member or friend coercing someone to add or remove beneficiaries from their estate planning documents in the last months of life or when their mental [...]

Out of several circumstances under which a will could be contested in Florida, the simplest is the will was not drafted using the proper formalities.  For example, if a will is not witnessed as [...]

Use this digital asset inventory template to keep track of all of your important usernames and passwords for your digital fiduciary or personal representative.  You should designate who you [...]