Category: Advanced Estate Planning

Can (and Should) a Beneficiary be Witness to a Will?
At Doane & Doane, we often get the question: “Can a beneficiary be witness to a will?” The short answer to that question in Florida is “yes.” Florida law provides [...]
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What is the Difference Between a Charitable Lead Trust vs. a Charitable Remainder Trust?
If you are philanthropically minded, then you may want to consider making a charitable trust part of your overall estate plan. What is really a win-win with charitable trusts, is [...]
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The Good and Not So Good About Irrevocable Trusts
If you are actively planning your estate, then you are doing something very smart for you and your family. In the process of estate planning, you are likely weighing a [...]
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What is a Self-Proving Affidavit in Florida?
Whether you have already set up an estate plan and you need to revisit it, or if you are planning to set up an estate plan for the first time, [...]
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What You Need to Know About Personal Representative Duties in Florida
Have you been appointed as a personal representative for someone’s estate in Florida, or are you considering who you should select to be the personal representative for your estate? Whether [...]
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What is the Difference Between Revocable and Irrevocable Trusts?
Have you ever heard the phrase “work smarter, not harder?” Of course you have. We all strive to make our lives a little easier by getting something done in the [...]
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How to Do an Irrevocable Trust Modification in Florida?
Irrevocable trusts can be a bit tricky. In one way, it is just like other trusts. You, as the “grantor” or “settlor” (i.e., the person who creates the trust and [...]
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Build Your Wealth – Consider Some Advanced Estate Planning Strategies
As we begin the new year, you need to not only get your basic estate planning documents in place – such as your last will and testament and your durable [...]
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Why Not Make Tuition Costs a Part of Your Advanced Estate Planning?
You want to make sure that your estate is planned to maximize the benefit to your family and other beneficiaries.  You want to make sure that all your hard-earned dollars [...]
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The Top 10 “Estate Tune Up” Ideas
You have already written down, and likely forgotten, your New Year’s resolutions at this point in the year. It’s the Summer and you are likely either enjoying a relaxing vacation, [...]
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