How to Protect Your Heirs With a Spendthrift Trust

Tue Apr 16, 2019 | Trusts |

For most individuals who create trusts, their primary concern is the support of their spouse, children, and any other family members who are to receive assets under the trust. However, not everyone is “good with money,” as it were, and trust settlors often worry about what their beneficiaries will do […]

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Is it Really Possible to Disinherit Someone?

Fri Mar 29, 2019 | Will Challenges |

You’ve likely seen something like this in a movie: At the reading of the will of a recently deceased family patriarch, the executor dramatically reveals that one or more heirs have unexpectedly been disinherited as a form of revenge for a long-ago transgression. But does this actually happen in real […]

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What Is the Difference Between a Revocable Trust and an Irrevocable Trust?

Thu Feb 14, 2019 | Trusts |

Of all estate planning instruments, trusts are perhaps the most versatile due to the variety of goals that you can accomplish with them. For example, you can use a single trust for your own support during your lifetime and to pass assets to your heirs outside of the probate system […]

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What Kinds of Behaviors Are Considered “Undue Influence”?

Mon Dec 31, 2018 | Will Challenges |

In order for a will to be valid in the state of Florida, it must meet several requirements, including that the testator (the person making the will) has the requisite mental capacity to execute a will.  Concerns about the testator’s capacity, such as the testator suffering from dementia or a […]

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