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Does Your Estate Plan Protect Adult Beneficiaries?

Does Your Estate Plan Protect Adult Beneficiaries?

If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then you may want to think again. In this day and age of frivolous lawsuits and high divorce rates, discretionary lifetime trusts should be considered to protect adult beneficiaries, as well as minors. A discretionary lifetime trust

Your Estate Plan Needs a Checkup! Just Like Your Medical Checkup,

Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan?  If you don’t already have an estate plan, then getting one in place should be at the top of your to-do list. Why?  Because without an estate

Probate Avoidance: When Can a Florida Estate Avoid Probate Court?

All Wills Must Be Probated Whether or not you have an estate plan in place, you have likely heard the term “probate”. Probate is the legal process by which a deceased individual’s assets are distributed under court supervision. This process is required to distribute assets that are titled solely in the name of the deceased