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 …
Read MoreWhat’s the Effect of Divorce on Estate Planning?
What happens when a married couple who has an existing estate plan in place is considering divorce? Estate planning after divorce: Florida law provides that divorce invalidates provisions in wills and trusts that benefit the ex-spouse. The law treats the ex-spouse as if they died at the time of the …
Read MoreEstate Planning vs. Probate | Why You Should Engage in Estate Planning
A recent article on wealthmanagement.com discussed how most Americans’ inheritances go through probate due to lack of preparation through an estate plan. From the article: “Surveys confirm that avoiding probate is the primary reason that clients engage in estate planning today. Yet, the estates of the majority of Americans will …
Read More3 Tips to Talk About Inheritances with Your Family
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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