What is the difference between a revocable trust and a will? Should I create a revocable trust? These are among the most frequently asked estate planning questions at our office. Here are some advantages of a revocable trust:
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This year, National Healthcare Decisions Day is not just a day but an event lasting from April 16 to 22. This event is a national initiative to provide awareness and inspire adults to do or review their healthcare planning.
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Many of Florida’s senior citizens and families have reason to celebrate the 2017-2018 Annual Budget, which recommends $315.5 million for the Florida Department of Elder Affairs.
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Often, people explain that they do not have enough assets to need an estate plan. However, regardless of the value of assets you have, reviewing your personal financial plan from a legal and estate plan perspective is highly recommended. In fact, even those who have substantial debt may be able to pass assets on to beneficiaries. Everyone can benefit from creating and reviewing an estate plan including the elderly, married couples, parents with minor children and singles.
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Recently, the Florida legislature has addressed the issue of fiduciaries’ ability to access digital data, which can include things such as emails and social media postings. On July 1, 2016, the Florida Fiduciary Access to Digital Assets Act went into effect and it applies to estate planning documents regardless of when they were signed. This act is found in Chapter 740 of the Florida Statutes. Individuals, estates, trusts, and businesses can direct who may have access to their digital assets and electronic communications and to what extent those communications may be available to a fiduciary. Those persons can express their wishes in a Durable Power of Attorney, Trust or Will.
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Our personal planning services are for everyone! Many people believe that only the elderly or those with bad health prognoses need to visit an attorney to do their estate planning and execute a will or trust. Others may believe that they have no need for any planning as they may believe assets may automatically go to their children. We recommend that you visit a Florida attorney to analyze your situation and ensure that your wishes in regards to your assets shall become reality. Life has many uncertainties and it is best to have peace of mind no matter your age.
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Posted in Asset Protection,Probate & Trust Administration,Real Estate Law,Wills, Trusts & Estate Planning
Understanding the tax rules as a widow or surviving spouse can help you project the real tax cost of selling your primary residence. Below are just a few general things to consider in making the tax analysis.
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While we are happy to assist clients with creating wills to ensure assets are distributed according to clients’ wishes at their death, we offer a much broader service to clients. In addition to revocable trusts which can allow for control over assets titled in the name of the trust during lifetime, one of the most important documents that we draft for clients is a durable power of attorney.
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