Category Archives: Trust
Five Types Of Detailed Distributions You Can Make Through A Trust
Trusts play an important role in estate planning, providing tax benefits, and can aid in protecting assets by assuring Medicaid eligibility. Another major, yet often overlooked, benefit is that a trust also allows you to make more detailed distributions among your heirs. Our Tampa trust attorney provides five common examples of how clients and… Read More »
Revocable V. Irrevocable Trusts In Florida: What Are The Differences?
In addition to wills, trusts can effectively transfer assets and achieve specific goals for your beneficiaries. Unlike a will, trusts do not need to pass through the probate process, and their assets can reach your beneficiaries quickly and cost-effectively. Trusts also have certain benefits for tax and asset protection that other estate planning methods… Read More »
4 Common Trust Mistakes
Trusts are terrific estate planning vehicles that provide many advantages to our clients. Our clients can protect their privacy, avoid probate, and lower their estate taxes with the right trust. However, a trust is not a DIY project, even for the most sophisticated person. Many mistakes derail even a carefully created estate plan, leaving… Read More »