Estate planning and administration involves many factors that need careful consideration. Our blog posts cover a wide range of topics to help you understand the nuances of creating an effective estate plan or administering a loved one’s estate. Explore our articles and contact our Palm City office to schedule a consultation with our experienced legal team.
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Tips for Estate Planning When You Do Not Have ChildrenWhen it comes to engaging in estate planning in Florida when you have no children, you need to decide, well in advance, who should inherit from you.
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Tips for Preparing for an Estate Tax ChangeThere are several steps you can take to be prepared and plan for a change that may negatively impact estate tax. Let us go over some tips.
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The Secure Act Has Passed! Ways It May Impact Your Estate PlanningPerhaps the most demonstrative impact the new SECURE Act has is to change the ways IRAs are treated post-death. Learn more in our blog!
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Tips For Protecting Children In A Second MarriageWhile we think in depth about these occasions, how often do we think about them in the context of our Florida estate planning?
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The Importance of Updating Your Estate Plan After Opening a BusinessBusiness Estate Planning is a high priority for any business owner who understands the negative impact of a prolonged probate process.
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The Importance of Updating Your Estate Plan after the Birth of a ChildEstate planning updates after the childbirth and on a regular basis to reflect changing family dynamics are critical to assuring your legacy.
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The Meaning of “Tangible Property” In An Estate PlanWhen drafting your will in your estate plan, you will come across the term “tangible property.” Do you know what it refers to?
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Three Benefits of a Charitable TrustWhen you recognize the value of charitable giving, the benefits of a Charitable Trust should be explored with an estate-planning attorney. Read blog for more!
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The Perils and Pitfalls of Amending Your WillIncorrectly amending your Will can lead to trouble after you have passed away. It's not a do-it-yourself project! Read blog for more information!
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The Pros and Cons of Contributing More to Your IRA Before Mid-JulyThere are many benefits to an IRA. For instance, Traditional IRAs allow for long-term tax-deferred growth with the added benefit of short-term tax savings.
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Three Important Estate Planning Considerations When You RemarryAre you planning to remarry soon, or have you already remarried? If your answer is yes, have you thought about updating your estate plan?
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Three Reasons to Consider a Pet Trust in Your Estate PlanRest assured that there may be a way to help make sure your pet is provided for, and it may be by including a pet trust in your long-term planning.