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When I recommend naming your children’s separate sub-trusts directly as beneficiaries of retirement accounts, there is usually a reason: we are trying to keep a protected asset protected and avoid sending it through an unnecessary layer of administration.
I say this while recognizing that I also occasionally learn useful things from the internet: Please stop getting your estate planning advice from TikTok, YouTube,
Even with the perfect estate plan and documents in place, your agents and fiduciaries are still going to need to be able to get into your accounts. The documents we provide will help them, but if you plan to rely solely on those documents, it could be a process full of frustration and delays.
In Florida probate, the original Last Will & Testament must be deposited with the clerk within 10 days. But if you missed this deadline, and have acted in good faith, you should be okay.
As an estate planner, I’ve heard a lot of creative ways families choose to honor the people they love. But lately, the options for non-traditional
I Signed My Trust… Now What? (Or, Why Funding Your Trust Is Just as Important as Creating It) So, you did the hard part! You made it
While it might seem like a good idea to transfer everything into your trust, vehicles are an exception, at least in Florida.
Winning the Lottery Without Losing Your Privacy: How We Helped Florida Winners Protect Their Assets and Peace of Mind Winning the lottery is a dream
I heard a Talking Head on the news pontificating the other day about how people should remember that the California fires are destroying only things
The Best-laid Plans – Funding Your TrustBy Merrell Bailey Please learn from our clients’ hard-earned wisdom. Periodically check the title on your accounts and assets