Does your child wish to attend a trade school or university? If so, you want to make their dream come true, but you’re overwhelmed by how expensive post-secondary education is. After all, the average cost of college tuition is $21,035 per year for public universities...
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Trust
Gifting Precious Metals Through Your Estate Plan
When setting up one’s estate plan, consideration should be taken about the different types of assets which are to be devised (i.e. gifted at the time of death by Will or Trust). One category of asset that has become particularly popular and valuable to own is that of...
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...
When it comes to a Florida Trust, who is a Qualified Beneficiary?
Florida’s Trust Code, set forth in Chapter 736, Florida Statutes, defines who is a “qualified beneficiary” and sets forth the rights which such a beneficiary has under a Florida Trust. Section 736.0103 (19) Florida Statutes provides as follows: “Qualified beneficiary”...
How can you avoid probate in Florida?
In Florida, probate is a court proceeding where the estate of a deceased person is administered and distributed to the decedent’s beneficiaries. Typically, filing probate involves hiring an attorney who prepares certain required paperwork which is then signed and...
Six Essential Estate Planning Documents You Should Have
In most Florida estate plans, there are six essential documents which you should have in place. These include the following: Last Will and Testament. This document allows you to appoint a Personal Representative to oversee your probate estate and to designate your...
What your family should know about starting a special needs trust
Adding a new member to the family is a complication even in the best circumstances. When a child has a disabling medical condition, the entire family will likely need to make adjustments to their lifestyles to support the family member with special needs. Parents of...
What is a living trust, and how do I establish one?
While you’re working on your estate plan, one of the things you may want to do is establish a living trust. A living trust is a formal, written document that establishes a trustee who will take control and possession of assets that are placed in a trust. A living...
Does a Will or Trust always control distribution of your assets?
We often have clients ask the question whether a Will or Trust always controls the distribution of their assets. The fact of the matter is that they do not always control. Here are two categories where neither the Will nor a Trust would govern distribution:...
