Category Archives: Estate Planning
Will the Estate and Gift Tax Exemption Continue in North Palm Beach?
The estate and gift tax exemption represents one of the most powerful estate planning tools for high-net-worth families in North Palm Beach. Thanks to 2017’s Tax Cuts and Jobs Act (TCJA), the estate and gift tax exemption is at historically high levels. Some worry that this exemption could soon be cut in half, with… Read More »
Estate Planning Adjustments Before, During, And After Marriage
Marriage represents one of the most transformative events of life. If you’re approaching marriage for the first time, you should be aware of the financial changes you might experience going forward. Based on the coming changes, you might need to make certain adjustments to your estate plan. During marriage, you might also need to… Read More »
Does Your Spouse Automatically Get Everything With No Will in Palm Beach County?
According to AARP, about 60% of Americans do not have Wills. A Last Will and Testament represents the most basic form of estate planning, and estate planning lawyers in Palm Beach County often wonder why residents do not take this simple step. However, individuals may be reluctant to write Wills for various reasons. Some… Read More »
The Danger of Writing Someone Out of Your Will in Stuart, Florida
Many people feel tempted to write people out of their Wills in Stuart. “Disinheriting” someone is a valid choice that may feel necessary under certain circumstances. Perhaps your loved one betrayed you in some way. Maybe they have a history of stealing from you or engaging in substance abuse. You might feel that your… Read More »
Paying for College Tuition via North Palm Beach Estate Planning
If you’re building an estate plan in North Palm Beach, you might want to leave behind the gift of education rather than cash or other assets. This is an understandable priority, as college education could help your family members earn their own wealth rather than depending on their inheritance. Not only does this preserve… Read More »
Can You Create a Will and Nothing Else?
A Last Will and Testament is an essential estate planning tool – but is it all you need? Can you get away with this single document – and nothing else? This is a relatively common question among those who want to keep estate planning in Palm Beach County affordable. Others may be attracted to… Read More »
Blind Trusts and Estate Planning in North Palm Beach
One of the most interesting things about estate planning in North Palm Beach is the sheer number of trusts available to the planner to employ in the appropriate circumstance. There seems to be a trust for virtually every scenario imaginable, and although this offers plenty of flexibility, it can also prove overwhelming for the… Read More »
Money Goes Missing From Special Needs Trust for Disabled Girl in Florida
In March of 2025, NewsNation reported that about $250,000 from a special needs trust for a disabled girl in Florida had gone missing. This incident is a cautionary tale for any parent who wants to set up a special needs trust for their young one. While the underlying concept of a special needs trust… Read More »
What Types of Trusts Are Best For Seniors in Stuart, Florida?
At a certain point in life, many people begin to consider trusts for the first time. A considerable percentage of these people reach retirement age before they begin to have these thoughts, and they may need trusts that address the unique concerns of seniors. Which trusts are best for seniors in Florida? Can an… Read More »
Do My Children Need a Trust Fund in North Palm Beach?
The term “trust fund” often appears in movies and television shows usually in reference to wealthy children with access to their parents’ fortune. If you have been financially successful in life, you might wonder whether you also need a trust fund for your children. How exactly does a trust fund work? Is it the… Read More »