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Do I Have to Pay Taxes on my Inheritance?

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoOctober 28, 2015

One of the most frequently asked questions by clients is if they have to pay estate taxes on their inheritance. A lot of clients who need to go through the probate process to receive their inheritance ask this question because a friend or family member told them they will have …

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Inheritance: When Should You Begin the Discussion?

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoOctober 7, 2015

Most clients typically do not talk to their children about their inheritance.  Some don’t want to think or talk about dying, others are uncomfortable talking with their kids about financial matters, or letting them know how much they will inherit out of fear it will curb their motivation.  So when …

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The Two Big I’s In Estate Planning: Inheritance & Incapacity

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoSeptember 2, 2015

When we ask clients if they have had an estate planning conversation with their immediate family or heirs, most clients usually say they have not done so. For those that have had the conversation, it’s interesting for us to know how it went, who was involved, and what topics were …

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Is a Simple Will Enough for Me?

In Estate Planning, How Do You Choose an Executor of a Will?, Wills by casalmorenoAugust 26, 2015

A lot of clients come to their initial consultation, and when asked how we can help them, their answer sounds something like this: “I need to get my last will done, I’ve put it off for far too long, I don’t have a large estate so I just need something …

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The Tailored Trust: What are the Different Types of Trusts?

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoJune 17, 2015

Want to learn more about the types of trusts? Trusts are a great tool to avoid probate and provide certain tax benefits as well. Many clients go see an attorney who plugs in names, numbers and print. The clients sign, and technically they do have a functioning trust but there …

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Titling Property Correctly in Estate Planning

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoApril 29, 2015

One of the simplest forms of estate planning is titling property in the names of the owner and the beneficiaries.  If titled correctly, this is a simple and cost effective way to avoid probate court.  However, only if the deed is done correctly with proper language, will the property be …

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Prenups, Estate Planning, and How They Work Together

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoMarch 4, 2015

Prenups Estate Planning and How They Work Together. Most people believe a prenup is about addressing financial and other issues in the event of a divorce.  However, a prenuptial agreement can be a good estate planning tool. Most prenups cover the areas of protecting separate properties of the spouses, division …

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3 Tips to Talk About Inheritances with Your Family

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoAugust 27, 2014

Most clients typically do not talk to their children about their inheritance.  Some don’t want to think or talk about dying. Others are uncomfortable talking with their kids about financial matters, or letting them know how much they will inherit out of fear it will curb their motivation.  So when …

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Recent Posts

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  • What Is a Trust? Understanding a Few Different Types of Trusts in Florida
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  • How Much Does an Estate Have to Be Worth to Go to Probate in Florida?

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