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Probate is the process by which a court reviews a will, deems it to be valid and appoints someone to execute it. In Florida, the probate process can be expensive because it involves hiring an attorney and filing papers with the court. Floridians can take action before probate is necessary through other legal channels and estateRead more

Where you retire and how you set up your estate can make a big financial difference for you and your heirs. Each state and location can choose to levy estate taxes, so where and how you retire can increase or decrease the amount of wealth you pass on. When discussing your estate plan with professionals, ask questionsRead more

According to the Bureau of Labor Statistics, about 30 percent of households in this country will inherit wealth. The question is: how many people are prepared to manage it to its best advantage? Not only is effectively utilizing money in the day-to-day important, an estate plan for protecting it into the future is critical. Florida families inRead more

The State of Florida has laws that govern the distribution of estate assets upon a person’s death, but the state’s way of handling those assets probably isn’t right for your particular situation. For example, if you have loved ones with special needs, or if there are heirs who can’t yet be trusted with large sumsRead more

As people get older, turning over financial matters to a family member or some other appointed party may be a tough decision. Maybe you have long experience in running a business or handling other financial affairs, and you know your accounts as well as anyone else. But sometimes there are warning signs that suggest itRead more