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Category Archives: Trusts

EstPlan10

4 Types of Trusts to Consider in Your Florida Estate Plan

By Laurie R. Chane |

Trusts can play an important role in anyone’s estate plan, regardless of your financial net worth. Even individuals with moderate wealth want to seek certain objectives and deal with circumstances that a will alone cannot properly address. A recent article published by Forbes describes some of the goals that trusts can help you achieve… Read More »

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SignWill

Checklist for Meeting with a Florida Living Trusts Attorney

By Laurie R. Chane |

No matter what your net worth may be, you know that it’s important to plan for what happens to your assets upon your passing. It’s possible that you’ve already made a smart move by creating a will, but there may come a time to consider your options with a living trust. A recent Forbes… Read More »

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Trusts

3 Things to Know About Crummey Trusts in Estate Planning

By Laurie R. Chane |

A will, durable power of attorney, and designation of health care agent are the basic building blocks of a Florida estate plan. However, there may come a point in your life that you need to consider additional strategies to protect your assets, family, and other interests. One option that may appeal to you if… Read More »

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