Oct 7, 2019 | Uncategorized
Oftentimes, in most wills they’ll be a provision that says, “My personal representative does not have to post a bond.” However, many of the counties here in the state of Florida require the personal representative to post a bond. Personally, I think...
Sep 23, 2019 | Uncategorized
Yes, I think life insurance can definitely serve a place in the estate planning process. I like flexibility in planning. So if you have someone that’s young or middle age, maybe you need a life insurance policy to pay off the mortgage on the house if you were to...
Sep 9, 2019 | Uncategorized
Digital assets are all being overlooked when doing estate planning. Digital assets are things like your email account, domain names, account registrations, Bitcoins, even your personal cloud. Everybody has their own personal cloud nowadays. These are all examples of...
Aug 19, 2019 | Uncategorized
Funding a trust means to transfer or retitle the assets into the name of the trust. This is probably the most important part of the process. I don’t care who drafts your trust document, it’s not worth the paper it’s printed on if the assets...
Aug 5, 2019 | Uncategorized
Testate means passing with a Will. Intestate means passing without a Will. So, if a person passes testate, the Will will determine where the money and property goes and who the personal representative will be. If you pass intestate, without a Will, the court will...
Jul 15, 2019 | Uncategorized
There are multiple documents that should be in a proper estate plan. Depending upon the size of your estate or the nature of your assets, you may do a will or a trust. But with those, you’re going to want to do a power or attorney, a healthcare surrogate, a...
