Tag: Trustees

We Want to Draft Your Legacy

What Paperwork Is Needed after Someone Dies?

April 14, 2021
While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.
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Preparing for an Estate Planning Meeting

March 24, 2021
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
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What are the Basic Estate Planning Documents?

December 25, 2020
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
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Does Your Estate Plan Include Digital Asset Protection?

October 22, 2020
It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.
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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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Jupiter, FL 33458

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