Revocable Trusts

How can revokable trust save you money?

Revocable Trusts are a great estate planning tool. Unlike wills, revocable trusts do not require probate court to transfer assets after a loved one passes away. Instead, assets can be held by that person and transfer without a court order. This includes land, retirement accounts, and bank accounts. It also includes household goods. For example, … Read more

Wills and their Importance

Wills are an important part of everyone’s planning.   They are easy to prepare. And they are simple to revise. Once made, you have outlined how your assets should be distributed. But without one, you may be leaving it to chance. Florida, like all States, has something called “intestacy” laws. These laws outline how assets are … Read more

Estate & Trust Planning

There are different types of trusts, and each serves a unique purpose. It's important to know the differences.

Estate & Trust planning is an important thing to consider. There are different types of trusts, and each serves a unique purpose. It’s important to know the differences.     The most commonly used trust in estate & trust planning is a Revocable Trust.  This type allows a person to create a trust, with the … Read more

Estate Planning — It’s your Future

Family disputes regarding the estate of a family member occur often here in Florida. Siblings may disagree, or a surviving spouse may be at odds with the children of the decedent. It’s best to think ahead and plan for these events. Estate Planning is for Your Loved Ones In this age of blended families, it’s important … Read more