Category Archives: Estate Planning
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. 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 »