Monthly Archives: February 2020
Estate Planning When You Do Not Plan to Leave Your Children with an Inheritance
As estate planning attorneys who practice here in Florida, we counsel a number of clients on a broad array of wishes and hopes for their legacy planning. Some of that includes how to discuss potentially sensitive and difficult conversation topics with family, such as informing one’s children that a couple or individual wants to… Read More »
“If We Have a Handwritten Will, But Haven’t Consulted a Lawyer, Will We Avoid Probate?”
A question that was recently highlighted in a news publication highlights an issue that creates confusion for a number of couples, and that involves uncertainty about when, exactly, enough has been done in terms of estate planning to avoid the probate process. In this case, the couple had their house established (with what is… Read More »
The Most Surprising Things You Might Not Think to Address in Your Will
As estate planning attorneys here in Florida, we find that the new year tends to bring a number of individuals and families into our office to ask about how they should best plan for their future needs. Below, we discuss three surprising issues that clients frequently question us about when it comes to estate… Read More »
The SECURE Act Passed in The Night: What This Means for Your Estate Plan
While everyone was busy with the holidays, legislators effectively passed the SECURE Act’s provisions in the budget bill signed in late December. We have previously discussed the important effects that the legislation will have on stretch IRAs and thus estate planning for non-spouse beneficiaries, however, the changes made via the Consolidated Appropriations Act –… Read More »