Newlyweds should review our marriage estate planning checklist to ensure their estate’s futures are smooth and optimized.
It’s possible to change the trustee of a trust in Florida. As a grantor, it can be as simple as amending the trust document.
Creating a Miller Trust in Florida can help you become eligible for your Medicaid application if you’re struggling to meet the income or asset limits.
Setting up a trust fund for your children can secure their financial security, including long after your death. From college funds to asset protection.
Knowing the differences between a joint living trust and separate living trusts is critical in forming an estate plan that benefits your family long-term.
Special needs trusts can help you provide supplemental care and services for your loved one, without losing government benefits.
You can designate a trust as a beneficiary, doing this can allow you to control how the asset is distributed after your death.
Generation-skipping trusts are considered complicated financial and legal terrain and should always be created with assistance of an estate planning lawyer.
If your family has significant wealth, a Dynasty Trust can allow you to gain control of how it’s shared for many generations.
If you want to pass your retirement accounts without probate to beneficiaries, you’ll need to designate beneficiaries properly.
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