While naming spouse/children as beneficiaries is easy, there are many other factors to consider: – Is your current spouse your child(ren)’s parent? – Are any of your children/grandchildren minors or young adults? – Do all beneficiaries make sound decisions with regard to money? – Do any beneficiaries have substance abuse or mental health issues that … Read more

Have questions about annual gifting? Annual gifting up to the annual exclusion limit can be a simple way to reduce your estate for estate tax planning purposes while also providing a loved one with a nice cash cushion, perhaps to help offset the costs of sending a child away to college or a major home … Read more

Does your age 18+ Florida resident child or grandchild need their own estate planning documents?  Yes!  What does this include? 1. Simple Last Will and Testament 2. Durable Power of Attorney, allowing the agent (a parent, for example) to assist with banking and landlords/leases, for example 3. Designation of Health Care Surrogate, allowing the surrogate … Read more