Tag: Joint Tenancy

We Want to Draft Your Legacy

Does the Way I Title My Assets Have an Impact on My Estate?

August 26, 2022
The way in which assets are titled can be vital to your estate plan and asset protection goals.
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Is Estate Planning Affected by Property in Two States?

April 13, 2022
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
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What a Will Won’t Accomplish

November 18, 2021
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
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Will the Girlfriend Get the Life Insurance or the Wife?

July 13, 2021
My boyfriend and I have lived together for 13 years but he is still officially married to another woman. He has a life insurance policy and I’m the beneficiary, and I’m also the beneficiary of his 401(k). Do we need a will and do I have to worry about his wife getting the money?
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Should a Trust Be a Component of My Estate Planning?

July 8, 2021
Do I need a trust in case something happens to me?
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Estate Planning: Am I Named in a Will? How Would I Know?

February 12, 2021
How can we see if there was a will and if it’s worth pursuing?
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Does My Estate Plan Need an Audit?

October 21, 2020
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
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What Does Tenancy by the Entirety Mean in Florida Estate Planning?

October 5, 2020
Tenancy by the entirety, commonly abbreviated as TBE, is an ownership structure for real estate that's used when the owners are a married couple. Under a TBE arrangement, each spouse owns an equal interest in the property, and the property will transfer seamlessly to the surviving spouse, in the event of one spouse's death.
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Do I Need More Than a Florida Will?

September 18, 2020
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
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Can I Add Real Estate Investments in My Naples Will?

August 14, 2020
All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
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