All adults should ensure they have an estate plan in place that reflects their wishes. For some, having at least one trust is part of the plan. There are a variety of trusts available. Each one is considered either irrevocable or revocable. This categorization has to...
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Month: November 2022
You’re not too young for estate planning
People sometimes neglect to do their estate planning simply because they think that they’re too young. If you talk to someone in their 30s about making end-of-life plans, they may tell you that you’re jumping the gun a bit. They don’t even think that they’re halfway...
Should I title my vehicles in my Revocable Trust?
Estate planning attorneys commonly help their clients establish is a Trust. Such Trusts are commonly called a “Living Trust” or a “Revocable Trust” or a “Revocable Living Trust”. Frankly, the title does not matter. In this blog, we will simply call it a “Trust.”...
Rights of a Qualified Beneficiary under a Trust in Florida
Florida’s Trust Code, set forth in Chapter 736, Fla Stat., defines who is a “qualified beneficiary” under a Trust and sets forth the rights such a beneficiary has with regard to the administration of the Trust. Some of the more important rights of a qualified...
Disinheriting an heir: 3 potential options
You’ve made the difficult decision that you’re going to have to disinherit one of your heirs. Maybe you and this person are no longer on speaking terms and you’ve had a falling out. Maybe they’re struggling with addictions or money management issues that mean you...
