Category: Estate Planning Law

The Truth About Irrevocable Trusts
The key factor in an irrevocable trust is right there in the title – irrevocable. That means that, as you would expect, the trust cannot be revoked, right? Well, as [...]
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What Is An Incentive Trust?
Financial mogul Warren Buffet once said about leaving an inheritance to children that the perfect inheritance is “enough money so that they feel that they could do anything, but not [...]
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What are the Top 8 Tax Planning Strategies?
Did you know what one of the most efficient things a government can do to persuade its citizens to make a particular choice? It can make tax policy. Indeed, people [...]
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Answers to the 5 Top Questions about Advance Directives
Every person has the right to make his or her own decisions about his or her medical care, including the right to refuse medical treatment. Florida law protects that right, [...]
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Can an Irrevocable Trust Be Amended? Here Are The 5 Ways
Irrevocable trusts are just that – irrevocable.  Therefore, when asking the question “can an irrevocable trust be amended?” the answer is usually “no” you normally cannot revoke or amend them.  [...]
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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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The 5 Top Estate Planning Tips for 2019
It is never too soon to starting thinking about planning for our children’s future, for our retirement, and for how we will make sure our children will reap the benefits [...]
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What is the Generation-Skipping Transfer Tax?
There is a bit of a cat-and-mouse aspect to the estate planning game.  Tax policy legislators impose a tax, and then astute estate planners determine how to legally minimize a [...]
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Even Without Children, an Estate Plan Is a Smart Move
We tend to think that good, solid estate planning is reserved for those who have children in order to plan for a family’s future. However, even if you do not [...]
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Ten Reasons Why Drafting Will is Good for You
Did you know that only about half of middle-aged Americans have a will? According to a study by Merrill Lynch and Age Wave, only 55 percent of people over 55 [...]
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