Southwest Florida

Estate Planning and Trusts Articles

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All
  • All
  • Constitutional Law
  • Elder Law
  • Estate Planning
  • Financial Planning
  • Firearms Law
  • Lifestyle
  • News
  • Pet and Animal Law
  • Probate
  • Tax Planning
  • Trust Administration
  • Veterans
Probate

Tom Petty’s Heirs Battle Over His Estate

A legal battle between Tom Petty's widow and his two daughters is reportedly holding back the release of the expanded version of the late-Rock and Roll Hall of Famer's Wildflowers solo album.
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Estate Planning

Review and Update Your Beneficiary Designations

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.
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Estate Planning

Medical Marijuana and Gun Laws: One Toke Over the Line

Medical marijuana and gun laws don’t play well together. Medical marijuana has been legal in Florida for a while. First we had a statute that allowed terminally ill people to use a non-smoked, low-THC form of Mary Jane. Then on November 8, 2016, Florida voters ...
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Estate Planning

Why Unmarried Couples Need Estate Planning

Two very dear friends of ours have lived together, unmarried, for more than 20 years. He owns the house. Both were married before and have grown children and grandchildren.
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Estate Planning

Time to Review Your Estate Plan?

Once a person has filed their 2018 tax return, the next best goal to set and accomplish is to make or review your estate plan.
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Probate

What Happens To Mom’s House When She Dies?

The executor is responsible for finding a buyer and doing all that is necessary to get the best price possible.
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Estate Planning

Is Your Beneficiary Ready to Handle an Inheritance?

If you have any reservations about who you have in mind when writing your will, whether you're thinking about a young child or even an older person who could be vulnerable to scams, a trust could make a lot of sense.
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Elder Law

Special People, Special Trusts: SNT FAQs

People who have loved ones with special needs have heard horror stories about a well-meaning grandparent who left a modest inheritance to a disabled grandchild. The grandchild promptly loses her government benefits and has to struggle to regain them again once the money runs out. ...
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Estate Planning

How To Disinherit A Child

“I want to disinherit a child.” Disinheriting family members  – especially children – comes up in estate planning conversations more often than you might think. There can be many reasons for doing so, and, ultimately, it’s your money and you have the right to do ...
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Firearms Law

Choose: Concealed Carry License or Medical Marijuana Card

“Can I keep my guns if I have a medical marijuana card in Florida?” “Can I get or keep a Florida concealed carry license if I have a medical marijuana card?” I’ve been getting these questions a lot lately. There seems to be an inclination ...
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You wonder whether your granddaughter will think of you fondly when you’re not around anymore.

You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.

Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.

Contact us today. We can help.

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