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Category Archives: Estate Planning

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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WillDocument

Mistakes People Make When Creating a Will in Florida

By Laurie R. Chane |

To start, the first, most impactful error with preparing a will is not doing it at all. According to Senior Living magazine, older Americans are expected to transfer more than $36 trillion in assets to loved ones, charities, and other beneficiaries. Unfortunately, approximately one-half of these individuals do not have a will, despite knowing… Read More »

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EstPlan7

Estate Planning Documents To Organize NOW

By Laurie R. Chane |

Time can easily get away from you with the hustle and bustle of daily routines, balancing your own work and personal needs along with family. You set priorities to manage the most important tasks, putting others aside for another date. Unfortunately, far too many people put estate planning in this “save for another time”… Read More »

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Couple_Will

3 Ways To Improve Your Florida Estate Plan Today

By Laurie R. Chane |

It was a wise decision if you already created an estate plan, as you know that these documents are essential to protect your legacy, provide guidance for incapacity, and make things easier on loved ones at your death. Unfortunately, not as many people have not taken the steps with estate planning. According to the… Read More »

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EstPlan12

4 Reasons Even Non-Millionaires Should Consider A Trust In Estate Planning

By Laurie R. Chane |

It is the most common reason that people use to justify not creating a trust as part of their estate planning, so there is a good chance you have either heard the excuse or even stated it yourself: A lack of wealth. Approximately 1 in 3 respondents to a survey conducted by Caring.org stated… Read More »

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WillsEstate

Overview Of Self-Proving Affidavits For Florida Wills

By Laurie R. Chane |

Most people are aware that a testator (the person who is making the will)  must be of sound mind and body to create a will, but there are many other legal criteria that must be met to ensure it is legal. One important requirement relates to signing and having other witnesses observe the execution… Read More »

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EstPlan16

Tips When Choosing Fiduciaries For Your Florida Estate Plan

By Laurie R. Chane |

Anyone in the early stages of research about Florida estate planning will probably realize the benefits in terms of avoiding legal limbo, managing incapacity, and protecting your legacy. You might even be aware of the options that are available under state law and which ones would benefit your situation. However, some individuals come to… Read More »

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