Monthly Archives: May 2022
How Do you Dissolve a Trust in Naples FL?
People create trusts for a range of reasons, but their basic purpose is primarily to hold assets or property outside of an estate. A trust exists to serve the needs of the beneficiaries until it is no longer needed. But if the trust isn’t serving those needs, or it wasn’t set up properly, it… Read More »
Your Life Insurance And Your Estate Plan
It’s one of the last gifts you can leave to your family when you pass: life insurance. Usually given as a lump-sum benefit, a life insurance policy offers the beneficiaries some financial support to move forward. Whether it’s a spouse, partner, children, or anyone else you designate, the money can be used as they… Read More »
Qualities You Want In Your Executor
Whether you’re just now writing your will or you’re revamping your estate plan, you’ll need to choose someone to be an executor. Better—once you choose, consider naming an alternate executor in case the first one can’t fulfill the job. If you’re thinking about a family member for your executor, this is common. But make… Read More »
Types of Trusts in Estate Planning
One of the easiest ways to ensure that your assets are handed down to your beneficiaries is to establish at least one trust in your estate plan. Aside from a will, trusts are also one of the best ways to ensure that your affairs are handled in the way you dictate. You’ll avoid handing… Read More »