You’ve probably heard of someone leaving a handwritten will behind -- or maybe you even have a handwritten will tucked away in your own desk drawer. It seems like the easiest way to establish what you’d like to see happen with your assets and personal effects after...
Month: July 2020
Reasons to set up a trust
Florida does not have an estate tax. With the federal estate tax currently not payable on anything under $11.58 million, you may have forgotten to consider trusts when making your estate plan. These are some of the reasons you may still want to use one: Protect it...
Should you leave your children an equal inheritance?
When you have multiple kids, determining how you will divvy up your assets between them can be a delicate business. To avoid future conflicts around fairness and favorites, many parents opt for the most straightforward choice – each child gets an equal share of their...
Four common excuses for not having a will (and why they don’t fly)
There are numerous reasons why people put off drafting a will and other legal documents that, together, create a comprehensive estate plan. If you’re one of those people, maybe one or more of these excuses will be familiar. We reveal the mistaken logic behind each,...
Estate planning in the digital era
Even if you have yet to create your estate plan, you’ve likely given some thought to who you’d like to inherit your property, money and precious heirlooms when your time comes. However, with life becoming increasingly digitized, many people overlook an essential chunk...
