Category Archives: Estate Planning
Using A Beneficiary Designation To Avoid Probate
When people open a bank account, they complete many forms. The forms typically 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… 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 »
When Should You Update Your Estate Plan?
If you have accumulated property in your lifetime, you have likely given some thought about how you would like it distributed after you pass away. You may have even created an estate plan to ensure that your family is cared for. However, creating an estate plan is usually not enough. You also must review… Read More »
Common Misconceptions About Your Estate After You Pass Away
When it comes to the law, particularly estate planning, there are many misconceptions that have formed over the years. Believing these myths when creating your estate plan may result in your loved ones not having the protection you intended for them after you pass away. Below, our St. Petersburg estate planning lawyer outlines the… Read More »
Estate Planning Tips For New Parents
Welcoming a new child into your life is one of life’s biggest blessings. While a child brings immense joy, it also has a host of responsibilities and these require careful planning. As a new parent, estate planning is one of the most important things you can do today to protect yourself, and the rest… Read More »
Unique Estate Planning Needs For Business Owners
As a business owner, estate planning is an extremely important part so you can secure your legacy and ensure your business interests are managed properly after you pass away. For business owners, creating an estate plan involves unique factors and obstacles, as any plan must also address the complicated nature of business ownership and… Read More »
Is It Ever Too Late To Create An Estate Plan?
Preparing your estate planning documents is a task that many people easily put off for another day. In many cases, this is often because people think they do not need a plan just yet, and that there is still plenty of time to create one. Many people think they are too young to need… Read More »
How To Choose The Right Estate Planning Lawyer
If you have started thinking about creating an estate plan, you may think about using the different templates you can find online. Unfortunately, people who use these templates often make mistakes, or do not understand the law and so, they do not have the protection they thought they did. When creating your plan, it… Read More »