Accumulating Trust Income: A Good Idea?
Administering a trust is often a difficult and complex job. How a trustee invests and disburses trust assets can have important tax implications. That is why it is critical to…
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Just 5 of the Many Duties You Have as Trustee of a Trust.
Trusts can be a bit difficult to understand. But boiled down to its essence, a trust is a legal entity that is established by a person (called the “grantor,” “settlor,”…
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Can You Change the Terms of a Trust?
Trusts are a favored estate planning tool in large part because they are so flexible. They can be used to adapt to a wide variety of estate planning needs. We…
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Who Can Witness a Will in Florida?
To be valid, a Last Will and Testament (“Will”) has to comply with a number of “formalities.” One important formality is having (generally) 2 people who witness the signing of…
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5 Key Trusts and Estates Terms You Should Know.
When planning your estate, it’s important to understand some of the more common trusts and estates terms generally used by the law and your probate lawyer. Here are 5 trusts…
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The Divorce Was Bad Enough. But What Happens if You Die Without Changing Your Will?
Going through a divorce can be an overwhelmingly devastating experience. And the last thing you need after a divorce is to make your financial affairs more complicated or worse off…
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Should I have a Durable Power of Attorney?
In my opinion, a durable power of attorney is often times the most important estate planning document that you can have. It’s also one of the most abused documents (more about…
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What is a health care surrogate?
What is a health care surrogate designation (aka healthy care proxy, advanced directive or medical power of attorney) and what happens when you don’t have one? A health care surrogate…
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Handwritten Wills
Is a handwritten Will valid in Florida? Sure is! As long as it is signed by the testator (that’s the person making the Will) at the end of the document,…
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