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Reviewing Your Estate Plan: Purchasing a Large Asset

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoJune 29, 2016

Purchasing a large asset: Perhaps you are a newlywed couple just returned from your honeymoon? Upon return, your one-bedroom apartment suddenly feels constricting. Or maybe you are a family of four and counting? You realize with another child on the way that you need more space to accommodate everyone’s needs. …

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Reviewing Your Estate Plan: Marriage

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoJune 15, 2016

Recently converted your engagement to a marriage? Make sure you consider revisiting your estate plan before or after the wedding. If you already had an estate plan prior to getting married, it most likely does not account for your spouse. After the celebrations end, it is wise to sit down …

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Reviewing Your Estate Plan: Birth of a Child

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoJune 8, 2016

Last week we discussed occasions when you should review your estate trust or estate plan. In the next few weeks, we are highlighting some of the major milestones in one’s life that are great moments to review. One of the first occasions to review your estate plan is after the …

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When Should You Review Your Estate Plan?

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoMay 25, 2016

When should you review your estate plan? The best answer is frequently. After you complete your estate planning, it is important to remember not to neglect it. Life changes, and therefore so may your situation. We previously spoke about the importance of estate planning citing an example of building a …

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Unclaimed Property: How Can You Claim?

In Estate Planning, How Do You Choose an Executor of a Will?, Probate by casalmorenoMay 18, 2016

In previous social media posts, we discussed Florida unclaimed property and directed those interested to a segment airing on local news. We also promised to highlight key points on claiming property, which is our focus on this week’s Workshop. Often times, we do not know about unclaimed property we may …

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Plan for the Care of Your Pets

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoMay 11, 2016

Recent studies have uncovered new health issues pets experience as a result of living longer. A specific example, dogs and cats 15 years and older can often experience animal dementia. As we noted in last week’s post, it is important to plan ahead for your estate planning. This includes considering …

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Why You Should Plan Ahead

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoMay 5, 2016

In our previous post we discussed the importance of a will and some of its benefits. This week we discuss why you should plan ahead for estate planning. Prior to preparing your planning, you should consider the reasons why you want to plan ahead. As we have previously noted, proper …

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The Importance of Wills and Trusts

In Estate Planning, How Do You Choose an Executor of a Will?, Wills by casalmorenoApril 20, 2016

Learning about Wills and Trusts A will is a legal document, which if executed properly, states how your estate will be distributed, who the heirs are, and who is in charge of administering the estate. It does not begin to function until after the person has passed away. It also …

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Benefits of the Annual Gift Tax Exclusion & How to Use it Correctly

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoNovember 11, 2015

One of the biggest planning mistakes and oversights we see is not using the annual gift tax exclusion by clients to reduce their taxable estates upon death. The annual gift tax exclusion is a $14,000 gift of cash or property that can be made to someone without either party paying …

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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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