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The Significance of Letters of Intent

Your legacy matters, and your estate planning extends beyond just a will. In 2024, your Letter of Intent (LOI) continues to hold significant value, serving as a guiding document for your loved ones after you're gone. While not legally binding…

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gift taxes

Understanding the Financial Obstacles Faced by Seniors

The financial landscape for older Americans presents significant hurdles, casting shadows over what should be their golden years. An insightful article delved into the key financial obstacles facing seniors and offered strategies to combat them. Here’s a digest of the…

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Crafting a Trust Catered to Special Needs

When it comes to establishing a Special Needs Trust (SNT), getting it right from the outset is crucial. This entails selecting the appropriate type of trust and ensuring proper funding, a process that necessitates careful consideration and expert guidance. Choosing…

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Updating Your Estate Plan After Divorce

Going through a divorce is a complex and emotionally challenging process, often accompanied by significant financial adjustments, especially when children are involved. Amidst the upheaval, it's easy to overlook the importance of revising your estate plan. However, failing to update…

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Pre-Nuptial Agreements: How They Can Impact Your Future

Entering into a marriage is a beautiful journey filled with love and commitment. However, it's also a legally binding contract that intertwines your assets, liabilities, and responsibilities with your partner's. In Florida, as in many other states, couples have the…

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Understanding “Per Stirpes” in Estate Planning

As I prepare my will, I've encountered the term "per stirpes" regarding the distribution of property to my children. But why does the law sound like it's referencing zebras? Firstly, it's not "per stripes" but "per stirpes," originating from Latin…

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Effective Approaches for Asset Transfers

Asset transfer, whether occurring during one's lifetime or posthumously, involves the redistribution of wealth or assets from one party to another. Employing strategic methods is crucial to ensure tax efficiency and the optimal reorganization of assets. Here are several widely…

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The Pitfalls of Adding Your Children to Your Bank Accounts

In estate planning, one common tactic individuals consider to avoid probate  is adding their children to their bank accounts. The idea seems straightforward – by making their children joint owners or beneficiaries of their accounts, they hope to facilitate a…

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