Monthly Archives: March 2024
The Essentials for a Florida Estate Plan
While it may not be your favorite topic of conversation, preparing your estate prior to your passing is an essential part of being prepared for the inevitable. In making such plans, having a comprehensive estate plan is among the most vitally important things you can do to secure your wishes and assets and protect… Read More »
What is a Special Needs Trust in Florida?
Those who have disabled loved ones, children, or grandchildren and are concerned about what will happen to them once they pass away can create a special kind of trust known as a special needs trust. Supplemental or special needs trusts, also called SNTs, are strategically designed for the purpose of caring for a disabled… Read More »
Protecting Elderly Family Members From Financial Abuse
The stories of elder abuse that often make headlines tend either to involve nursing home neglect, where elderly residents suffered preventable illnesses, injuries, and general decline of health because they received inadequate attention from nursing home staff, or else sensational tales of undue influence, where an unscrupulous person attached himself or herself to a… Read More »
Types of Estate Planning Trusts
A trust is a legal document that acts as a container for assets. Just about any asset can be placed inside of a trust including bank accounts. A trustee manages the trust and a trustor is the individual who wants the trust created and transfers assets into it. Trusts are similar to wills insofar… Read More »
