Businessman in suit in his office showing an insurance policy and pointing with a pen where the policyholder must to sign. Insurance agent presentation and consulting insurance detail to customer.

How to Deal with Loans Against Inheritance or a Trust

Most people think about estate and trust administration as simply dividing up a loved one’s assets after their deaths. But life is complicated and sometimes personal representatives and trustees face complicated financial situations. Other times, b… Read More
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Categories: Trusts
living will form

A Living Will Makes Tough Decisions Easier

When a terminal illness or end-stage condition makes you unable to direct your own end-of-life care, it will be up to your spouse, next of kin, or health-care surrogate to make those decisions for you. A living will makes tough decisions easier by gu… Read More
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Categories: Estate Planning
Last Will and Testament, pen and gavel on wooden table, closeup

Differences Between a Last Will and Testament vs. Living Will

Estate planning isn’t just about what happens after you’re dead. Portions of a complete estate plan, including a living will, can fill the gap left if you become unable to care for yourself or make decisions about your health and finances due to… Read More
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Hands of pension man reading retirement paperwork about policy, investment options and funeral cover while planning finance, insurance and budget at home. Signing will, legal document and contract

5 Problems with an Unfunded Trust

You likely already know that a trust is one of the best ways to avoid probate and control the distribution of your estate. But having trust documents in your safety deposit box or cloud storage isn’t enough. The problems with an unfunded trust can… Read More
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Categories: Trusts
Close up of living will template

What is a Living Will and Why Should You Get One

Most people think of a Will as something that only gets used after they’re dead. But a living will is different. Understanding what a living will is why you should get one can help you round out your estate plan. It will provide your family with im… Read More
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Categories: Estate Planning
Estate tax from wooden letters and gavel.

Proposed Estate Tax Changes from Harris Campaign

This election year, estate planning has become part of the presidential political debate. With Vice President Kamala Harris making estate tax reform a part of her platform, now is the time to update your estate plan to avoid the tax increases that ma… Read More
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Categories: Estate Planning
Lawyers shake hands with clients who come to testify in the case of embezzlement from business partners who jointly invest in the business. The concept of hiring a lawyer for legal proceedings.

Using Trusts to Protect Assets for Your Loved Ones

If you have a large estate, protecting your assets and providing for your loved ones may be your top priorities in creating an estate plan. Is an asset protection trust the best way for you to do that? Find out how third-party asset protection trusts… Read More
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Categories: Estate Planning
Hand using calculators, planning home refinance. Wooden house model, buy or rent note, calculators on desk. Saving for property purchase, mortgage payment. Tax, credit analysis for financial benefit.

Benefits of Estate Tax Planning

Do you need to be worried about estate taxes? You may not believe you are “rich enough” to pay federal estate taxes now, but changes are coming at the end of 2025 that could trigger a significant tax liability for your heirs and your estate. To f… Read More
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Categories: Estate Planning
Filling in an advance health care directive

Types of Advanced Healthcare Directives in Florida

Many Florida residents have strong feelings about the medical care and treatment they want to receive. Those opinions become all the more important when you are unable to articulate them due to your mental or physical incapacity. If you want to ensur… Read More
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Categories: Estate Planning
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Building Charitable Donations Into Your Estate Plan

Leaving a legacy is important to a lot of people. For many, one way of doing that is by supporting religious, ideological, and philanthropic organizations that align with their values. Building charitable donations into your estate plan can be a grea… Read More
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Categories: Estate Planning