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June 2018 Archives

Naming the right people in wills

With all of the decisions that Palm Beach residents make when planning their estates, one could make or break the entire thing -- the people appointed to carry out their wishes. Most of the documents that make up an estate plan require the designation of one or more people who will be in charge of executing the instructions of the person creating the plan. When it comes to wills, two positions generally need filling -- the executor and the guardian.

Understanding charitable trusts

If you enjoy giving back to your Florida community by donating to your church or favorite charity, have you ever thought about establishing a charitable trust to give your donations more structure and certainty? If you are unfamiliar with charitable trusts, it likely will surprise you to learn that not only can such a trust benefit your church or charity, it also can benefit you in a variety of ways.

What powers may the court grant in a guardianship

When Palm Beach residents reach the point where they believe a family member can no longer act on his or her own behalf, they may begin to explore the alternatives. If the incapacitated individual does not have powers of attorney in place, it may be necessary to seek a guardianship. For those contemplating serving as the guardian, it may be helpful to understand the powers a court may grant.

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