by Admin | Nov 2, 2021 | Estate Planning
Many financial experts are predicting a likely increase in interest rates, creating concerns among those with estate plans and the impact the shift will have on them. Rates have enjoyed record lows from 2010 to likely the end of 2021. However, change may be on the way...
by Admin | Jul 12, 2021 | Estate Planning
Does your estate plan reflect your current goals and wishes, or is it a reflection of your state of mind back when you first established it? If you identify with any of the situations outlined below, you may want to consider making changes to your will, trusts, powers...
by Admin | Jan 30, 2021 | Estate Planning
If you have a concern about whether a Florida loved one’s will may have been prepared with undue influence from another individual, it is important to understand the legal parameters that you will be dealing with. One thing that the law does not protect against...
by Admin | May 4, 2020 | Estate Planning
You may have executed a revocable trust decades ago in Florida with your spouse, naming your spouse as the primary beneficiary of your trust assets. However, now in your old age you may find yourself a widow and your children are grown. At this point, you may want to...
by Admin | Feb 19, 2016 | Estate Planning
If you are just getting involved with the estate planning process, then you might have come across the term “irrevocable trust” here and there. You have also likely heard that it’s often in the best interests of your beneficiaries to avoid probate. Probate is the...
