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 Does an Executor Actually Do?

One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.
Read More
Elder Law

Is Medicare Available When You Travel Abroad?

While travel medical insurance can be the solution to plugging holes in coverage, it’s worthwhile first determining whether you need it.
Read More
Estate Planning

How Will The 2020 SECURE Act Affect You?

The Setting Every Community Up For Retirement Enhancement (SECURE) Act became effective Jan. 1, 2020, and it will affect nearly everyone in some way. Like any huge tax bill, there are things that some people will like and some people will hate. Here are some ...
Read More
Elder Law

Your “Simple” Estate Plan May Destroy Your Family

Quite often, a person who calls into our office starts the conversation with something along the lines of “I just need a simple Will leaving everything to my son.” Sometimes they do, but, more often than not, their situation really isn’t “simple,” and their current ...
Read More
Estate Planning

What If You’re Asked to Be a Trustee

If asked to be a trustee, anyone, unless previously experienced in this field would not know what the responsibilities are. How much work is involved? What is the time frame? Do I need to prepare tax returns and handle accounts? Can I get help? When ...
Read More
Elder Law

Why are Seniors So Vulnerable to Scammers?

Scams that target the elderly, whether by phone, computer or in person, succeed to the tune of billions of dollars a year.
Read More
Estate Planning

‘Bye Bye Love’ Rocker Ric Ocasek Cuts Wife Out of Will

“Late Cars’ singer Ric Ocasek cut his estranged, supermodel wife out of his will, claiming that she ‘abandoned’ him, the now-public document reveals.
Read More
Elder Law

Feeling Squeezed in the Middle of a Generational Sandwich?

Raising your kids, working, trying to take care of yourself, and now caring for an aging parent? That makes you part of the Sandwich Generation. You are not alone—almost half of America’s 40-60 year olds are in the same boat. Most of us have adjusted ...
Read More
Elder Law

Know Your Rights as LGBT Residents in Nursing Homes

Federal nursing home regulations and state and federal anti-discrimination laws protect all residents, including LGBT individuals, living in nursing homes from discrimination, harassment and abuse.
Read More
Estate Planning

How Can Beneficiary Designations Wreck My Estate Plan?

Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure that your beneficiary designations are consistent with the rest of your estate plan.
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)