Creating a trust for your special needs child can help promote a good life for your child when you are no longer around to provide love and support. Still, making a special needs trust is not the end of the process. You should also make sure any caretaker for your...
Keep Your Family’s Future Secure
Palm Beach Estate And Probate Blog
3 tips for picking your children’s guardian
It is hard to think about not caring for your children if something happened to you. But naming a guardian is one of the most important parts of the estate planning process if you have minor children. According to a survey conducted by Caring.com, only 4 out of every...
What should you prioritize when reviewing your estate plan?
You understand the importance of reviewing and updating your estate plan. Still, estate plans are often big, complex matters. The idea of going through it may make you feel like putting it off indefinitely. Fortunately, you can and should prioritize what you review. A...
How can family members be disinherited?
The old saying that blood is thicker than water is not always true. Many families experience years of conflict, which can come to a head when a person dies and family members realize they have been left out of the will. Who receives your assets after you are gone is...
Unmarried same-sex couples need to anticipate unfortunate events
Because of marriage equality, you and your same-sex partner have the freedom to choose whether or not you want to get married. For whatever reason, you may decide that marriage is not right for you as a couple. Neither choice is inherently better or worse than the...
Understanding how a divorce changes your estate plans
If you heeded the advice of estate planning experts in Florida and already drafted a will, then you likely feel well-prepared should you meet an untimely end. Yet it is important to remember that estate planning is not an event; rather, it is a process that requires...
Isolation may lead to undue influence
When Floridians write wills, they should do so of their own free will. Unfortunately, though, an unscrupulous friend, relative or caregiver may unduly influence the drafter of an estate plan. If someone exerted undue influence over your loved one’s decision-making...
Should I put my adult child’s name on the deed to my home?
One of the most popular driving factors behind Americans going through the estate planning process is helping their heirs skip probate. Avoiding probate is beneficial for many reasons, and chief among them is that probate can take a lot of time and be expensive. In...
Incorporating a tax strategy into your estate plan
One major element of estate planning in Florida is to attempt to limit the liabilities that your estate may face upon your death. After spending much of your adult life accruing assets in order to pass on to your beneficiaries, you no doubt want to ensure that as much...
Information about power of attorney abuse
People name a power of attorney to make legal and financial decisions for them, and a POA may be a family member, spouse, friend, lawyer or even nursing home staff. Along with naming this person, there is an expectation that the POA will do what is in the person’s...