Designating a charity in your estate plan in Florida is a great way to make use of your wealth while also minimizing the federal tax impacts on your family.
When creating a trust in Florida, you should appoint a successor trustee to ensure the future of your wealth and your family is protected.
As estate planning lawyers we regularly meet grandparents who ask how to leave their inheritance to their grandchildrens.
Estate plans are based on laws that are extremely sensitive to major life events, such as marriages or the purchase of a new property.
It’s critical that you update your estate plan after a divorce or while going through a divorce. We advise you to change the following areas:
Creating an estate plan for your pet is highly advised if you’re concerned about how your pet would be cared for, funded and treated if it outlives you.
Reviewing and updating your estate plan after moving to Florida is highly advised, as there are a bunch of different estate planning rules.
Are you new to Florida estate planning? Our easy-to-understand Florida estate planning guide will help you cover the essentials.
Medicaid is a needs-based benefit program that assists medically and financially qualified individuals with their long-term care expenses.
If your income exceeds Medicaid’s limits in Florida, you can use a Qualified Income Trust to help establish your financial eligibility.
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