Our library articles provide valuable insights into the estate planning and probate process, helping you understand the importance of planning ahead and what to expect after a loved one passes away. Explore our resources to learn more, then contact our office to schedule a meeting with one of our skilled attorneys.
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Warning Signs Your Aging Loved One May Need Memory Care SoonHas your loved one become more forgetful? Is it making an impact on daily activities? If so, it may be time to consider memory care.
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Warning Signs that Your Grantor Trust Could Be at RiskThe government looks to hard-working Americans and the wealth that they accumulate over their lifetime as a way to pay for the national debt.
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Using Your 529 Savings Plan as an Estate Planning ToolThe 529 savings plan is a tax-advantaged investment vehicle named for the section of the Internal Revenue Service Code that authorizes it.
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Using an Irrevocable Trust as Part of Your Florida Estate PlanWith a Florida Estate Plan, a key tool in helping you to minimize your potential tax burden is one of the benefits of irrevocable trust.
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Using a Trust to Provide for a Child with Substance Abuse IssuesEstate planning can involve making arrangements for certain family matters, such as protecting a loved one who struggles with substance abuse
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Understanding Where You Stand: Florida’s Elective Share StatuteLearn about Florida's Elective Share Statute, which protects surviving spouses' rights to a portion of the deceased spouse's estate, regardless of the will.
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Understanding the Annual Gift Tax ExclusionLearn about the Annual Gift Tax Exclusion, its limits, and how it helps reduce taxable gifts, ensuring efficient estate planning and tax savings.
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Understanding SLATs and Their Role in Your Estate PlanningA Spousal Lifetime Access Trust (SLATs) is a type of trust for married couples that allows for one spouse to remove assets from the combined marital estate.
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Understanding Probate: An Overview of the Florida Probate SystemA personal representative/executor is the key to Florida probate. He gathers assets, settles debt, distributes proceeds to beneficiaries.
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Understanding Long-Term Care During Long-Term Care Awareness MonthLong-term care deals with the issues surrounding the advanced aging process. From mobility and cognitive challenges to relocation and potential...
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Understanding Gun Trusts and How They Might Be Right for Your Estate PlanThe qualified, experienced gun trust attorneys in our office will answer, "What is a gun trust?" We will create one for you.
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Understanding Florida Simultaneous Death LawLearn about Florida's Simultaneous Death Law, which determines asset distribution when two people die at the same time, ensuring fair handling of estates.