Estate Planning and Trusts Articles

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  • Constitutional Law
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Estate Planning

Being a Personal Representative

I read this article not long ago and thought it was worth sharing instead of writing something similar. This is one person’s account about serving as personal representative for an elderly friend when he died, and some real-world advice for those who agree to serve: …

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Date of Death Vlaues
Elder Law

The Importance of Obtaining Date of Death Values

In this video, Cindy discusses why date of death values for certain types of assets are needed, and the importance of obtaining then as quickly as possible. Other articles/videos you may find interesting: Safe Deposit Box Problems Don’t Lose Your Original Will! Ready to make …

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Prenuptial agreement
Elder Law

How Prenups and Postnups Affect Estate Planning

Second and third marriages are pretty common today for many reasons, so it’s not unusual for a married couple to say to me, “Neither of us needs money from the other when we die – we each want our own assets to go to our …

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Manasota Elder Law
Estate Planning

Dying with a Minor Child, No Spouse, and No Will

In this video, Cindy discusses what happens when an unmarried person dies without a Will and the only heir is a minor child. Other articles/videos you may find interesting: Why Would I Need a Durable Power of Attorney? Preparing to Meet with an Estate Planning …

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Elder Law

Important Facts about your Veterans’ Burial Benefits

While you may qualify for certain VA veterans burial benefits, they don’t come automatically. Generally, they must be requested in writing well ahead of the time they’re needed. According to a brochure provided by Dignity Memorial, here are some important things you need to know: …

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How to sell guns in Florida
Estate Planning

How Do I Sell Dad’s Guns?

There are a lot of gun owners here in Florida, so this question comes up a lot when someone dies. Selling a non-NFA firearm (the “regular” guns like handguns, shotguns, and rifles that don’t require an ATF tax stamp) is pretty easy, but my friends …

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Estate Planning

The Problem with Single Shot Gun Trusts

There are many reasons people would like to hold their NFA firearms (such as silencers, machine guns, short-barreled rifles, short-barreled shotguns, etc.) in a gun trust. See more information about that here. So, as a very clever marketing gimmick, a very popular silencer company came …

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Living trusts are loving trusts
Elder Law

Living Loving Trusts

In this video, Cindy discusses why estate planning – whether you use a living trust or a will – is a loving act. Other articles/videos you may find interesting: The Importance of Legal Names Probate Even When There’s a Trust Ready to make sure everything’s …

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Elder Law

When There’s No One You Trust to Serve

This has been coming up a lot lately – a person calls me to discuss his or her estate planning, but has hit a roadblock – there’s no one they trust enough to appoint as their personal representative/executor, trustee, or agent on their financial or …

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risk protection planning
Elder Law

The Importance of Risk Protection Planning

In this video, Cindy discusses how risk protection planning, financial planning, and estate planning are all tied together. Other articles/videos you may find interesting: What’s the Difference Between a Living Will and a Will? Alternatives to Probate for Very Small Estates Ready to make sure …

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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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