Tag: Executor

We Want to Draft Your Legacy

What are Big Mistakes to Avoid in Florida Estate Planning?

July 28, 2022
Florida estate planning is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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Who Should Be Your Executor?

July 26, 2022
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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Estate Planning Tips for Solo Seniors

July 15, 2022
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
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Can My Gun Collection Be Part of Estate Plan?

June 27, 2022
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
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How Do I Plan for Taxes after Death?

June 16, 2022
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
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When Should I Update My Will?

June 9, 2022
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
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The Most Common Estate Planning Mistakes

June 7, 2022
Some estate planning problems can be avoided by proper planning, others by good practices during the estate administration process.
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What Is a Digital Estate Plan?

June 2, 2022
It’s not pleasant to think about death or a medical emergency that could put you out of commission, even temporarily. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.
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How Do I Conduct an Estate Inventory?

May 30, 2022
An important task for an executor is submitting a detailed inventory of the estate to the probate court. What's Included?
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What Is a Pour-Over Will?

May 25, 2022
A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
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