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A fiduciary is a person who holds a trusting legal or ethical relationship with another person or group. The fiduciary will act on behalf of the person who appointed them, therefore they should act in an extremely loyal manner to the person to whom they owe a...
As a retiree living in South Florida, the last thing you probably want to think about is making estate plan preparations. While it may seem uncomfortable at first, coming up with a plan is important. Proper estate planning can give you the peace of mind you need to...
You may think that wills are only for the elderly. But every family should have a will in place, especially families with children. A will can protect your children, your assets and your extended family should the unthinkable happen and you die. The gift you give your...
An estate plan is a large, complex thing that takes many years to create and maintain. A personal representative will typically handle nearly all matters tied to it after your death. Thus, it is crucial for this person to have what it takes to manage the estate and...
In 2015, the U.S. Supreme Court legalized same-sex marriages in all 50 states. The landmark decision concludes, “No union is more profound than marriage ... Their hope is not to be condemned to live in loneliness, excluded from one of civilization's oldest...
To take proper care of your loved ones after you die, you devise a plan for your estate and assets. But, how do you ensure they receive their assets sooner and avoid the probate process? AARP offers tips for keeping your estate out of probate court as much as...
Planning your estate in Florida is just the beginning of taking control of your future. Guaranteeing that your plan correlates with your final wishes requires you to keep it updated. Changes throughout your life may impact decisions you thought you already solidified....
Writing your estate plan takes a lot of time and effort. Reviewing your estate plan may often feel just as daunting because of that. But there are ways you can streamline your review, especially if you review your plan regularly. The best way to streamline is to...
After you create your estate plan, you should not just sit on the finished plan. Your plan should constantly reflect your most current life circumstances. This means you should review it somewhat frequently and update it when necessary. But how do you know when to...
There are many reasons why people set up a trust. They want to keep control over their assets, or they do not wish to send an inheritance to their children through probate. There is another reason to consider a trust. You may want to draw as little attention as...
