Below you'll find a list of all posts that have been categorized as “Estate Planning”
ATTN: BBVA CUSTOMERS!! Are you a FORMER BBVA customer going through the transition to PNC? You’re probably struggling with online access or a host of other issues with the transition. Once the dust settles, CONTACT THE BANK to ensure that your PAYABLE ON DEATH or TRANSFER ON DEATH DESIGNATIONS remain intact and on file with the bank. Otherwise, if those …
The vast majority of Floridians (or Americans for that matter) only own one piece of real property (real estate) – a residential home. Though a home is not a “probate asset”, a probate may still be required to transfer that home to one’s heirs or beneficiaries after the record homeowner’s pass away. Luckily, you have options. The one tool that …
Living Trusts, also known as “Revocable Trusts” are estate planning tools that can be incredibly useful but are often misunderstood. If you don’t understand why you have a trust, that’s a problem. Consider talking to the attorney who drafted it or the LegalZoom representative who sold you one (just kidding). First, it should be clear that there are many, many …
It’s not easy. And the usual response I hear is that nobody wants to talk about such a morbid topic. Remember though that estate planning isn’t only about post-mortem affairs. Planning for disability or other complications before death are all part of the estate planning process. Statistically, you and everyone else on this planet will become significantly disabled or incapacitated, long before …
Parents of minor children need a Last Will and Testament “I don’t own anything of real value, why do I need a Will?” Do you have a child under 18? If the answer is yes and you want to be sure they are in the right hands if you should die, then you should have a Will. Although not unique …
I recently wrote about probate and homestead property over at our sister site, WeProbateFlorida.com. It’s worth a look if you’re wondering what happens if you don’t create an estate plan at all and the property remains in your name after you pass. In the coming days, I’ll address the nuances of owning and titling real estate so that it effectively …
