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Recent Posts in Trusts Category

What Is the Right Age to Consider Estate Planning Documents

Last month, my partners and I were fortunate enough to be featured on B103.9's Morning Show, aka “Big Momma and the Wild Bunch.” It was definitely a memorable and exciting experience. ...
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Foreigners Holding U.S. Property & The Need for Incorporation & Trust Work

Foreign investors can stand to make a decent profit and a strong reputation through holding or renting property in the United States — but only if legal obstacles and challenges are understood ...
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Simple vs. Complex Wills: Which Should You Choose?

While most people understand that a will is something they should have, their understanding of the functions that it serves is usually limited. What should your will say? And more importantly, will a ...
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Considering Special Needs Dependents When Creating an Estate Plan

It can be a considerable challenge for people with chronic illnesses and mental disabilities to take care of themselves. Many require a caretaker to watch over them or a family member to provide for ...
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Understanding Trusts in Fort Myers

Unlike a will, a trust is used to create a legal entity that can hold assets for your benefit or the benefit of another while you are alive. Trusts can also contain provisions stating how these assets ...
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What is Digital Probate?

For the longest time, assets and their records used to all be physical, collected in stacks of mail, file cabinets full of paperwork, and other organizational methods. In the modern age, though, ...
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