Tag: Testamentary

We Want to Draft Your Legacy

What are Benefits of a Revocable Trust?

June 15, 2022
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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What Is a Florida Living Trust Estate Plan?

April 26, 2021
While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.
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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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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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What You Need to Know about Florida Trusts

June 25, 2020
Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.
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How Does a Spendthrift Trust Protect Heirs from Themselves?

June 9, 2020
What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure after the death of the parent? The main asset is life insurance.
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