Tag Archives: estate planning lawyer in naples
Two Types of Charitable Trusts
A charitable trust refers to a type of trust created to benefit three specific parties: yourself, your beneficiaries, and a charity of your choosing. Irrevocable upon creation, a charitable trust operates by selling the assets within the trust and distributing them based on the terms created by the trust. While the inner workings of… Read More »
Estate Planning for Singles
Probably one of the most common mistakes of singles is not to have an estate plan. First of all, there is no qualifying age to create an estate plan. You may have to be 18 to vote and 21 to purchase alcohol, but if you want to make an estate plan when you’re 15,… Read More »
Revising Your Estate Plan After a Divorce
Your Naples estate plan must be reviewed and revised after any significant life event, especially a divorce. This update needs to include more than just a new will. Below are five issues that must be addressed when estate planning after a divorce in Naples, Florida. 1. Create a New Will If you were like… Read More »
Choosing an Executor
Choosing an executor is a vital part of the estate planning process, no matter the size of the estate. It is an important role that not everyone is cut out to serve. Below is a list of five things you should look for when choosing an executor for your Naples estate plan. 1. Trustworthiness… Read More »
Including Charitable Giving in Your Estate Plan
Including charitable giving in your estate plan is a great way to give back to the community and carry on your legacy. If you are interested in including charitable giving in your estate plan, you should talk to a qualified Naples attorney. There are various ways to include charitable giving in your estate plan,… Read More »
Second Marriage and Estate Planning
Individuals who have remarried face unique estate planning challenges in Naples, Florida. People entering their second marriage usually do so later in life when they have more property and children from previous marriages. Because of this, many of the planning strategies that work well for first marriages are inappropriate for remarried individuals. Will My… Read More »
Snowbirds May Want to Become Florida Residents
Every year thousands of people escape the snow and ice and move to Florida for the winter. If you are a snowbird, you may want to consider becoming a Florida resident. An experienced attorney can help you decide whether to make this change and guide you through the process of establishing Florida residency. What… Read More »
Protecting Your Unmarried Partner in an Estate Plan
While creating a comprehensive estate is beneficial for all Floridians, it is essential for unmarried couples. In Naples, if a married person dies without a will, their property will pass to their surviving spouse and children. Additionally, there are special laws to protect a surviving spouse, including the elective share and homestead allowance. In… Read More »