Some people in Florida are uncomfortable talking to their family members about their estate plans. People should discuss their estate plans with their family members so that they will know what to do when the time comes.People should ask questions about their family...
Month: January 2020
Reviewing trusts and other estate planning tools under SECURE Act
Strategies and tools that previously worked to protect Florida estates from taxes may be a liability under the new rules of the SECURE Act. In addition to the raising of the estate tax exemption limit to $11.4 million, Congress has changed the rules governing IRA...
What are spendthrift trusts?
Trusts are a tool many individuals, known as testators, use to protect the value of their assets and for passing money and other valuable items onto their heirs. Most testators set up trusts to ensure that their assets are protected from ending up in the hands of...
Why undue influence is hard to define
Undue influence can occur in various scenarios, but there is currently no strict definition for the term. This is partially because pressure may be exerted on a person behind closed doors where witnesses are not present. Furthermore, adults not under the care of a...
