In a series of ongoing posts, our blog has been exploring the topic of advance directives, meaning those legally binding documents setting up a health care plan to commence in the event of the creator's incapacity.Specifically, we spent some time discussing how the...
Month: October 2015
It’s National Estate Planning Awareness Week
While most everyone has their sights set on Halloween -- readying their costumes, purchasing candy and putting the final touches on decorations -- it's nevertheless very important not to lose sight of a very important event this month.October 19 to 25 is National...
What types of trusts exist?
Most people are familiar enough with trusts to know that they can make very effective tools for reducing estate taxes and avoiding the Florida probate process.However, trusts come in countless shapes and sizes. For this reason, many people do get confused about what...
Helping older people and their families plan for the uncertain
It goes without saying that one of the best days in the lives of older people is the day they finally retire. Indeed, after decades spent putting in long days and making long commutes, they are finally free to enjoy the fruits of their labor, perhaps taking up a hobby...
Avoiding life insurance pitfalls in estate planning: work with experienced counsel
Life insurance, as some readers may know, can be an excellent tool in estate planning. For instance, life insurance can be used to ensure one’s estate remains solvent by dedicating life insurance proceeds to paying creditors. One can use life insurance proceeds...
