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Baby Boomers: Inheritance Conversations With Your Children

Not talking to your adult children about their inheritance comes at a cost. Do what you can to manage expectations for adult children as they forge their financial plans. Knowing their general inheritance situation can change their decision-making process and lead to better outcomes.

Understanding the Differences Between a Will and a Trust

Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two.

Do You Need a Trust?: Estate Planning Q&A

Trusts are legal arrangements used in estate planning, alongside wills and advance directives.

The Basics of Estate Administration

Estate administration is the process of managing and distributing a person’s property (the “estate”) after death.

Florida Legalizes Electronic Wills

In some of the biggest estate planning news Florida has had in a while, electronic wills are now slated to become legal in the state on January 1st, 2020. An electronic will functions just like a traditional will except it is created, edited, signed, and authorized electronically, as the name implies.

How Should I Prepare Prior to Seeing a Probate Attorney?

Being prepared is a good rule of thumb for everything we do, including a consultation with a probate attorney. When you prepare for your first meeting with your attorney, you will be able to get the most out of your […]