Category Archives: Trusts

October is National Special Needs Law Month

The National Academy of Elder Law Attorneys (“NAELA”) has designated October as National Special Needs Law Month.  NAELA wanted to spotlight special needs law to help spread the word to people with disabilities and their families that there are attorneys … Continue reading

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Naming Your Children As Beneficiaries In Your Will Is Just Step One

For most people who have children, choosing a beneficiary for their wills is easy – they choose their children.  However, after they make the decision to name their children, they think their work is done, but it is really just … Continue reading

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Florida Probate Basics: Avoiding Probate Is Not Always the Right Answer

Many times people will come into my office and tell me that they heard that they need to have a trust because they have to avoid probate. Probate has gotten a bad reputation, but going through probate is not always … Continue reading

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A Trust Can Provide Protection For Your Children

Many people aspire to leave an inheritance for their children.  It is perhaps a chance to help your children start a business, save for retirement or achieve a dream.  No matter how large or small the inheritance may be, the … Continue reading

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Life Insurance Can Help Fund a Special Needs Trust

Parents whose children include a special needs child have a unique estate planning challenge.  They are often torn between wanting to leave an equal legacy to all their children and knowing that their special needs child will probably need more … Continue reading

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You May Need a Trust If You Own Real Estate in Multiple States

One of the factors we evaluate in helping people decide if they need a trust based estate plan or a will based estate plan is whether they own real estate in more than one state.  This is an important factor … Continue reading

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A Trust Can Be an Important Estate Planning Option for Snowbirds

Many people have adopted the snowbird lifestyle.  They choose which weather conditions they prefer and spend part of the year in a house they own in one state (for instance, the summer) and the other part of the year in … Continue reading

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A Revocable Living Trust Can’t Help You If You Don’t Put Anything In It

Many people are happy to share that they have a revocable living trust as part of their estate plan.  In a lot of cases, they are happy to have the revocable living trust because it avoids probate.  Probate isn’t bad … Continue reading

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Wills and Trusts Are Important For Blended Families

If you are in a second marriage and you or your spouse have children from a former relationship, it can be vitally important to your family’s well-being to put an estate plan in place. Estate planning involves anticipating and planning … Continue reading

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What is a Trust?

You may hear people talking about how they set up a trust for their children or they set up a trust as part of their estate plan; but you may be wondering, what exactly is a trust and how does … Continue reading

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