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estate planning Archives

5 great reasons to consider creating a trust

When it comes to managing your property, there are plenty of ways to structure your portfolio, assets and holdings. Trusts offer many benefits that might not have crossed your mind, so they're worth considering. Here are just a few of the reasons people use these versatile financial vehicles.

Three planning tips for ensuring fiduciary access to digital assets after death

In recent posts, we’ve been looking at the issue of digital asset planning, and the requirements under Florida law for different types of fiduciaries to gain access to digital assets after the owner’s death. Here, we wanted to mention some specific ways an experienced attorney can help ensure fiduciaries have access to digital assets when the owner dies.

Looking at Florida’s Fiduciary Access to Digital Assets Act, P.3

Last time, we began looking at the different categories of fiduciaries specified in the Florida Fiduciary Access to Digital Assets Act, and the different requirements the law establishes for fiduciaries to gain access to digital assets after the owner or account holder’s death. As we noted, the rules vary for gaining access to the content of communications, as opposed to noncontent communications and other digital assets.

Looking at Florida’s Fiduciary Access to Digital Assets Act, P.2

Previously, we began looking at Florida’s Fiduciary Access to Digital Assets Act, which allows owners of digital assets to authorize disclosure of those assets to a trusted individual, or fiduciary. When an account holder or digital asset owner provides lawful consent for disclosure to a fiduciary, businesses are legally protected from turning over that information to a fiduciary.

Charitable giving through your estate plan: How to do it right

Charitable giving is an important - and commendable - estate planning goal for many Americans. Perhaps you've donated your time volunteering with a humane society or animal rescue operation, and you want to expand that support. Maybe you belong to a church, synagogue or other religious institution that has played a central role in your life. Or perhaps you're passionate about helping local arts flourish.

Tough estate planning questions (and why they're important)

It's easy to put off estate planning. You want to focus on enjoying life now, not dwelling on the uncertainties of the future. Yet dealing with important estate planning issues now, before it's too late, will give you peace of mind in knowing you've thought through the possibilities.

How these 3 estate planning mistakes open the door to family disputes

Nobody wants their family members to squabble over inheritances after they're gone. No one wants to leave a legacy of heated battles. One of the main goals of estate planning is to prevent such disputes from happening.

Estate planning necessary to avoid Florida’s default plan for your assets

Last time, we began looking at the issue of intestate succession as it is impacting Prince’s estate right now in Minnesota. As we noted, a determination of Prince’s proper heirs has been unable to proceed due to claims that have been made to his estate.

Why estate planning should be part of your wedding planning

So you're engaged to be married - congratulations! During this exciting time in life, both you and your intended will have a lot of decisions to make. With all the waffling about who to invite, where they should sit and what you should serve, it's easy to overlook far more critical decisions - such as estate planning.

Estate planning in Florida can include one's pets

Over 90 percent of pet owners feel that their pets are members of the family. They dress them up, share their beds with them and pose with them in family portraits. Some pet owners even create social media pages for their pets or take them to visit Santa Claus. Nevertheless, each year, many pets in Florida are given up to shelters or abandoned altogether when their owners die. In recent years, many pet owners have begun including their pets in their estate planning.

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