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Category Archives: Estate Planning

Trust

Spendthrift Trusts Are Your Best Defense Against the Florida Shuffle

By Laurie R. Chane |

If there were a simple cure for substance use disorder, your family would not be in this situation. As the parent of an adult who has struggled with drug addiction, your life is a roller coaster in which you cycle between empathy and emotional numbness, between hope and despair, and between blaming yourself, your… Read More »

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TPlanning

Revocable Trusts and Your Taxes

By Laurie R. Chane |

Establishing a trust is a big commitment. Depending upon your age and what you hope to accomplish by the trust, a revocable trust may  be the right choice for you. A revocable trust is just what you need if you are afraid of commitment.  You can modify the trust instrument and change the trustees… Read More »

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Beneficiary

Choosing a Beneficiary for Your IRA

By Laurie R. Chane |

The first step in building an estate plan, before you start making wishes, counting your money, or declaring your intentions not to share your prosperity with this or that person is to count your blessings.  You have a family, and you have a retirement account;.  In some ways, it is a win-win situation. What… Read More »

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Grandparents

Who Needs Retirement When You Can Raise Your Grandchildren Instead?

By Laurie R. Chane |

People say that a positive attitude makes all the difference, but they have never walked in your shoes.  Estate planning websites show senior couples walking on the beach at sunset, but you have not had any leisure time in years; your idea of self-care is watching an entire YouTube Shorts video about an economical… Read More »

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EstPlan18

The Essentials for a Florida Estate Plan

By Laurie R. Chane |

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 »

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SpecNeeds

What is a Special Needs Trust in Florida?

By Laurie R. Chane |

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 »

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ElderPlan

Estate Planning After Gray Divorce

By Laurie R. Chane |

A disproportionate share of divorce cases involve people over 50.  On the one hand, gray divorce can be a relief.  A main motivation behind this phenomenon is people realizing that, now that their children have grown up, life is too short to stay in an unhappy marriage.  Of course, for every recently divorced senior… Read More »

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EstatePlanning6

How Long Can a Retired Millionaire Survive in Florida?

By Laurie R. Chane |

Sure, you have heard all the gloom and doom in the news about how households with an income of $100,000 per year are living paycheck to paycheck, but that does not apply to you.  One of the nice things about being old is that you don’t have to worry about all the problems that… Read More »

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Checklist

Your Business Succession Planning Checklist

By Laurie R. Chane |

As a business owner, you have a lot to think about on a daily basis. It is important, though, that you do not overlook the importance of business succession planning. With a succession plan, you can make any transfer of the business smooth and seamless if you ever intend to leave it. If you… Read More »

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EstateLitigation

How Do I Modify a Living Revocable Trust in Florida?

By Laurie R. Chane |

A revocable living trust is a popular choice for many people creating estate plans, as it offers ways to avoid probate, protect assets, and keep personal, financial matters private. It also provides flexibility, since the definition of revocable trust means that it can be modified or terminated by the grantor. Just as with other… Read More »

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