Wills and Trusts

Exploring Myths & Misconceptions About Wills and Trusts

As much as we try to simplify the process for you, it can be difficult to sort through all the confusion about estate planning documents and the probate process. In an article posted on TCPalm.com, Florida Trust Attorney Robert D. Schwartz provides an insightful explanation of common misconceptions about wills and trusts. According to Schwartz,…

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FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

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FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

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Living Trust vs. Will

Learn About Estate Plan Documents

Should you have a living trust or a will? Benefits exist for both a will-based estate plan and a trust-based plan. From a cost standpoint, usually a trust-based plan – where the assets are truly coordinated with the trusts – are less expensive, but both kinds of plans do have expenses after death. Usually, a…

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Establish an Effective and Legal Asset Protection Program

In today’ s increasingly litigious world, the shielding of assets has become a prominent issue for financial planners, business owners, and high-net-worth individuals. Asset Protection: Concepts & Strategies for Protecting Your Wealth, by Jay Adkisson and Chris Riser, details methods that are both legally and morally legitimate for protecting one’ s assets from creditors, lawsuits,…

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Revocable vs. irrevocable: Which trust is right for your client?

Most clients will instinctively favor the revocable version. After all, why should they want to put their money into something they can never change, when they could put it into something they retain control over — and can even cancel altogether … Read more: Revocable vs. irrevocable: Which trust is right for your client?

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Revocable vs. irrevocable: Which trust is right for your client?

Most clients will instinctively favor the revocable version. After all, why should they want to put their money into something they can never change, when they could put it into something they retain control over — and can even cancel altogether … Read more: Revocable vs. irrevocable: Which trust is right for your client?

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