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You have to be careful when you are planning your will to ensure that it is a valid legal document. Indeed, if your will is not valid, it could be challenged during probate proceedings, and ultimately nullified. If your will is nullified, then a previous will may become the prevailing will that governs the distributionRead more

A lot of Florida residents have taken the time to create a retirement plan — what about your estate plan? It is estimated that 70 percent of American adults have failed to write their last will and testament. Many people fail to complete the important task of creating a will because they think their estateRead more

A Florida woman has left $1 million to the Jewish Federation of Sarasota-Manatee in her estate documents. The woman, who died just a day after turning 92 years old in March, used her will to bequeath the charitable donation to the federation, an organization that promotes Jewish life and projects both at home and abroad.Read more

Florida residents who are preparing their last will and testament must keep in mind the importance of reviewing their paperwork on investment accounts and insurance policies — especially when it comes to individual retirement accounts. Indeed, an often-overlooked fact is that if a person fills out his or her IRA beneficiary form incorrectly, it couldRead more

When the time comes to face mortality, many Americans begin to worry about the legacy they might leave behind for their survivors. Wills, trusts and living wills are irreplaceable tools that provide detailed information about important medical decisions as well as distribution of property, but many find these documents fall short when it comes toRead more