A trust agreement is one of the first documents added to an estate plan as it expands. A trust can help you accomplish a wide range of estate planning …
How Can I Encourage a Beneficiary to Use an Inheritance Wisely?
To create a successful estate plan that accomplishes everything you want it to, you will likely need to incorporate a wide range of interconnected …
How Can I Encourage a Beneficiary to Use an Inheritance Wisely?Read More
If I Have a Trust, Do I Still Need a Will?
Distributing your estate assets can be accomplished using a Last Will and Testament or a trust agreement. Because of the additional benefits a trust …
Making a Charity the Beneficiary of a Trust
For many people, philanthropy is part of their everyday life. If you are someone who believes strongly in charitable gifting, you may wish to continue …
Does Florida Allow Me to Decant a Trust?
Like many people, you may have included a trust agreement in your overall estate plan. If that trust is an irrevocable trust, you were likely told …
Can I Be Personally Liable If I Serve as a Trustee?
If you recently learned that you were appointed to be the Trustee of a trust, and this is the first time you have served as a Trustee, you probably …
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Is It Possible to Challenge a Trust?
After a Last Will and Testament, a trust agreement is among the most used estate planning documents. Trusts are included in an estate plan for a wide …
Can You Modify or Terminate an Irrevocable Trust in Florida?
Trusts are commonly used within an estate plan because a trust can help to further so many estate planning goals. Given how popular trusts are, there …
Can You Modify or Terminate an Irrevocable Trust in Florida?Read More
QDOT or QTIP?
Acquiring assets may be an important goal; however, protecting the assets that you acquire is an even more important estate planning goal. Both a …
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