Category Archives: Estate Planning
Estate Planning Tips For Blended Families
Today, blended families are more common than they ever have been before. Blended families are typically a result of two people, who have children from a prior relationship, coming together to form a new family unit. Relationship dynamics are always changing and as different households come together to form a new one, there are… Read More »
How To Make Charitable Donations Using Your Estate Plan
Many people want to leave a legacy behind after they pass away. For many people, one way to do this is to support philanthropic, ideological, and religious organizations that align with their values. Including charitable donations in your estate plan is an effective way to ensure your property is used for charitable donations after… Read More »
What Does Estate Planning Cost In Florida?
There are many reasons people delay estate planning. Some people are simply uncomfortable talking about death. Others believe that they do not need to plan for their estate because they do not have significant assets or wealth. Of all the relays to procrastinate making an estate plan, the cost is a barrier many people… Read More »
Estate Planning Options For High-Net Worth Individuals
All adults can benefit from a comprehensive estate plan. Still, the more property and assets you own, the more important it becomes to work with a St. Petersburg estate planning lawyer. There are many other considerations, such as tax implications, that impact larger estates and make it even more critical for high-net worth-individuals to… Read More »
How To Choose A Personal Representative For Your Estate
When planning your estate, there are many decisions you will have to make. Namely, you will have to determine how you want your property distributed after your death. Below, one of our St. Petersburg estate planning attorneys explains how to choose a personal representative who is trustworthy and who will ensure your property is… Read More »
What Is A Waiver Of Spousal Rights?
In Florida, when a married individual passes away, their spouse automatically has certain rights. While these rights are intended to protect spouses of a decedent, there are also times when those rights may be waived. Below, our St. Petersburg estate planning attorney outlines the basic rights of spouses in Florida, and what is required… Read More »
Using A Beneficiary Designation To Avoid Probate
When people open a bank account, they complete many forms. These ask for the names of the owners on the account, those with signing authority, and the beneficiaries of the account in the event that the original owner passes away. The person you name on the beneficiary designation form will receive any funds remaining… Read More »
Important Questions To Ask An Estate Planning Lawyer
Just as all adults can benefit from drafting an estate plan, there are also many benefits an estate planning lawyer can offer. Understanding what goes into drafting an estate plan is a collaborative process. Instead of having a lawyer do all of the talking, it is equally important that you get the important answers… Read More »
Important Considerations For Gen Z When Estate Planning
For decades, people have thought of Gen Z as one of the youngest generations in society. Today, though, the oldest members of this generation are 26 years old and many of them are thinking about the future and planning for their estate. Gen Z got its name because they were the first generation to… Read More »
Things To Know About Transferring Your Homestead To Your Children
Many people wonder if they should transfer their primary residence to their children before they pass away. Generally speaking, the answer to this question is a resounding ‘No!” Your primary residence has a homestead designation in Florida. This homestead is applied to ensure that it provides you with certain benefits, as well as certain… Read More »