Estate Planning News

In this day and age, it’s not uncommon to become inundated with bank stubs, receipts from purchases and other documents or scraps of paper of varying importance. While we cannot (and should not) hold on to everything, understanding which documents should be kept secure and safe and which documents can be replaced or are unnecessary […]

Creating a sound estate plan provides not just security for your family and loved ones after you die, but peace of mind for you while you are alive.

If you are single or in an unmarried relationship and do not have children, there is still plenty you can and should do to ensure your property and assets are handled according to your wishes after you die.

A person or entity granted administrative control of a trust is called a trustee. If you have been appointed as a trustee in the Sunshine State of Florida, you have obligations under the law regarding administration of the trust.

Many people retire to Florida because it has the reputation of being a tax friendly state. For example, there are no state income taxes in Florida, which means pensions and retirement plans are free from taxes.