Southwest Florida

Estate Planning and Trusts Articles

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

What’s the Difference Between Whole Life and Universal Life Insurance?

Whole life insurance offers consistent premiums and guaranteed cash value accumulation, while a universal policy provides flexible premiums, death benefits and a savings option.
Read More
Estate Planning

Timeshares: The Inheritance No One Wants

It seems like you can’t throw a rock in Florida without hitting someone who owns a timeshare, or who considered buying a timeshare. In general, the lucky ones are those who walked away from the sales pitch. Don’t get me wrong – I’m sure there ...
Read More
Estate Planning

Hearing Aids May Save Your Brain

A few years ago, researchers at the Johns Hopkins University School of Medicine gave us yet another reason to worry about getting Alzheimer’s disease and other dementias: They demonstrated an association between hearing loss and cognitive decline.
Read More
Estate Planning

Should I Use a Bank as My Executor Instead of a Family Member?

What are the advantages, disadvantages and financial implications of appointing the bank as an executor of my will, instead of my child or relative?
Read More
Estate Planning

State Taxes on Retirees Differ by Type of Retirement Income

Where you retire can have a big impact on your tax bills for Social Security, pensions, IRAs, 401(k)s and other income.
Read More
Estate Planning

What Are the Rules About an Inheritance Received During Marriage?

An issue that frequently arises is the treatment of an inheritance received by a spouse during the marriage. The basic rule is that any property received via gift or inheritance during the marriage is exempt from equitable distribution.
Read More
Estate Planning

Can I Deduct Long-Term Care Expenses on My Tax Return?

The staggering costs of long-term care can wreak havoc on your retirement savings. According to the U.S. Department of Health and Human Services, about 27% of Americans turning 65 this year will incur at least $100,000 in long-term-care costs, while 15% will require care costing ...
Read More
Estate Planning

Is a Will Contest Worth It?

You never expected your mother to leave you a fortune, but you thought that she’d leave you something when she passed. Did a sneaky cousin have something to do with it? What do you do now?
Read More
Estate Planning

Can I Protect My Daughter’s Inheritance from Her Loser Husband?

My daughter is getting married soon. What can I do to protect her inheritance after my death?
Read More
Elder Law

How Caregivers Can Prepare Before the Crisis

Things will only get worse, if a crisis happens and you do not have the documents in place that you need to handle your loved one’s healthcare, financial and legal matters when he cannot.
Read More

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.

Name(Required)