Tag: Special Needs

We Want to Draft Your Legacy

Should You Update Your Estate Plan?

May 20, 2022
Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
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Special Needs Planning

May 3, 2022
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
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What Is a Revocable Trust and How Does It Work?

March 23, 2022
Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
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Write a Letter of Instruction for Loved Ones

February 17, 2022
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
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Do Estate Planning before Golden Age Ends

June 15, 2021
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
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A Florida Trust can Work for ‘Regular’ People

April 5, 2021
When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
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How Can Estate Planning Address the Troubled Child?

January 8, 2021
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
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Consider Funding a Florida Trust with Life Insurance

October 13, 2020
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
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Florida Trusts: The Swiss Army Knife of Estate Planning

September 14, 2020
We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.
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Different Florida Trusts for Different Estate Planning Purposes

September 4, 2020
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
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