Monthly Archives: January 2022
Is A Lifetime Bypass Trust Right For Your Family?
Margie worked hard all her life to put something aside for her grandchildren. She inherited nothing and did not want her kids and grandkids to struggle. Now she is the proud owner of multiple residential properties and a venture capitalist. She has substantial net worth she wants to pass on to her loved ones,… Read More »
Tips For Updating A Florida Estate Plan After A Marriage Or Divorce
Janice and Ryan recently married, but with children from previous marriages. While they no longer share property or income with their previous spouses, neither Janice nor Ryan ever got around to changing beneficiary designation for life insurance policies. They also have not updated their will. What are some good estate planning practices to keep… Read More »
Intellectual Property Estate Planning For Tampa Residents
When people think of estate planning, they usually consider the large assets like the home, a vacation home, vehicles, perhaps a timeshare, and the intangible financial assets like the deceased’s bank and investment accounts. But what about intellectual property? What if the deceased was an artist or an inventor? Should people just starting to… Read More »