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Can You Place a Life Insurance Policy in a Trust?

June 8, 2020
A trust is often only as good the trustee in charge of it. Read on, as we examine the important role of the trustee and discover how to make sure yours is acting correctly, especially with complex instruments like insurance.
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Divorce Reveals How Trusts are Used by the Ultra-Wealthy

June 5, 2020
In a lawsuit, Marie Bosarge claims that her estranged husband, Texas billionaire Ed Bosarge, created trusts ‘to hide income and property and to hold what would otherwise have been personal income and assets.’
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What Do I Need to Know about a Family Trust?

June 4, 2020
A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial legacy for years to come. There are several benefits to creating one, although not every family necessarily needs one. If you’re curious about where this type of trust might fit into your family’s estate plan, here’s what you need to know.
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Did Little Richard Have a Smart Estate Plan?

June 3, 2020
Little Richard was 87 when he died, which means the pop revolution he helped popularize -- rock and roll itself – is now old enough to collect Social Security.
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What Is a Florida Advance Directive, and Why You Need This Document?

June 2, 2020
To put it bluntly, what if you were in a serious accident or were suddenly rushed to the hospital with COVID-19 symptoms or another life-threatening illness, and you were unable to make health care decisions for yourself?
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Do Florida Beneficiaries of a Will Get Notified?

June 1, 2020
In most instances, a will is required to go through probate to prove its validity. Investopedia’s recent article entitled “When the Beneficiaries of a Will Are Notified” explains that there are exceptions to the requirement for probate, if the assets of the diseased are below a set dollar amount. This dollar amount depends on state…
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Are My Beneficiary Designations Trouble for My Heirs?

May 29, 2020
Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.
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When Should You Have ‘The Talk’ with Your Kids?

May 28, 2020
An immature or troubled child could try to misuse your money or goad you into handing over assets you might need later. Complicated family dynamics, or just your desire for privacy, may make you hesitant to open up.
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How Do I Start My Jupiter Estate Plan?

May 27, 2020
Estate planning design and implementation is not only complex but can be highly emotional. Therefore, it’s important to have a basic understanding of the estate planning process, before approaching a professional.
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How Does a Special Needs Trust Work?

May 26, 2020
When parents start the planning process for a child with special needs, they usually work under the perception that if they create a special needs trust (SNT), the child will be taken care of and the needs will be met.
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