Administering a trust after a loved one passes away can feel overwhelming, especially during a time of grief. The good news is that when a trust is properly created and funded, the administration process is typically far simpler than probate…. Read More
Posts Tagged ‘estate plan’
-
When to Call an Estate Planning Lawyer for Updates to Your Existing Plan
Creating an estate plan is an essential step toward protecting your assets and your loved ones, but it’s not a “set it and forget it” task. Life changes, laws evolve, and financial situations shift. Knowing when to call an estate… Read More
-
What Is a Lady Bird Deed and Why It’s So Popular in Florida Estate Planning
When it comes to protecting your home and ensuring a smooth transfer of property after death, many Florida residents turn to a powerful estate planning tool known as the Lady Bird Deed, alternatively called an enhanced life estate deed. This… Read More
-
Top Questions to Ask Your Estate Planning Lawyer Before You Begin Your Plan
Creating an estate plan is one of the most important steps you can take to protect your family and secure your legacy. But before you sign any documents or make long-term decisions, it’s essential to have clear communication with an… Read More
-
Is It Time to Update Your Florida Estate Plan?
An estate plan is designed to be able to change with you as your needs evolve or your family expands. Even if you believe your estate plan is set in stone, some event or circumstance may require you to update… Read More
-
How Divorce Affects Your Estate Plan
While divorce isn’t something people plan for, it’s important to realize how divorce can affect your finances and your estate. Your estate plan, in particular, will be affected by a divorce because it will likely impact the ownership of assets… Read More
-
4 Mistakes to Avoid When Gifting Assets
Every person wants to make sure that their assets are passed on to their loved ones after death. However, gifting assets is not as simple as you may initially think. You need to be strategic when leaving behind money, property,… Read More
-
Why You Should Update Your Estate Plan in the Summer
As summer draws near, many families will start to plan their family vacations. Whether traveling to a nearby town, state or far out of the country, it’s always important to make sure your estate plan is in order before you… Read More
-
How Adding a Trust Can Strengthen Your Estate Plan
Putting together an estate plan and understanding the differences between wills, trusts, powers of attorney, and more can be challenging. Fortunately, your estate planning lawyer at The Millman Law Group can help you navigate this process. One of the advantages… Read More
-
Estate Plan Updates to Make in the New Year
If you’re like most people, you enjoy making New Year’s resolutions to start a new year with fresh, clear goals. There may be many things you wish to accomplish this year, and while the more exciting goals can be fun,… Read More