Jun 2, 2016 | Estate Planning
Revising an estate plan after a couple’s divorce can present numerous challenges, especially where one of the individuals has outstanding debts unrelated to mortgages or liens which directly encumber the homestead property. The Florida Supreme Court has provided...
Jan 12, 2016 | Estate Planning
If you have a small life insurance policy or small IRA worth between $2,500 and $15,000, have you checked your beneficiary designation on these assets lately? One situation I see in my practice after the death of a client is the family’s discovery of an insurance...
Nov 3, 2014 | Estate Planning
A recent case involved a trust Settlor who made cash gifts to cover education expenses of her cousin’s grandson. The Settlor sent a written letter to her trustee confirming that she had paid such expenses for the past two years and that she “expected that” that the ...
Mar 17, 2014 | Estate Planning
College Education 529 plans have become popular tools to assist with the payment of college, and they are appropriate vehicles in the right situations. However, grandparents need to assess whether such plans are the right way for them to help their grandchildren with...