by jeanie | Jun 24, 2023 | Estate Planning
Fortunately, there is a way to avoid such asset loss through effective estate planning with tools such as a living trust with protective language. How to avoid the loss of your assets? By setting up a living trust and placing all of your assets into the trust, you can...
by jeanie | Jun 19, 2023 | Estate Planning
When an individual dies without a valid will, they are considered to have died “intestate.” Intestacy statutes are considered default statutes, and they govern the distribution of a decedent’s probate assets when no valid will exists. This means that some of your...
by jeanie | Jun 19, 2023 | Estate Planning
Hannah and Jared’s Story Hannah and Jared were happily married for years and Hannah had become a part of Jared’s family; so much so that Jared’s parents, Rose and Lionel, had named Hannah as the Executor of both of their wills. They had no other estate planning...
by jeanie | Jun 18, 2023 | Estate Planning
Ashley and Jon’s Story Ashley and Jon met in their first year of college and eagerly wed within weeks of their graduation. Ashley accepted a job as a dental assistant, and Jon went on to earn his M.D. and became a well-known physician in the area just a few...
by jeanie | Jun 18, 2023 | Estate Planning
There are many different instruments and documents that can be included in an individual’s estate planning portfolio, such as a last will and testament, revocable living trusts, testamentary trusts, and more. However, there are five (5) key components that should be...
by jeanie | Jun 18, 2023 | Estate Planning
Kaylee’s Story Kaylee Springer was full of life and ready to start a new chapter in Florida with her husband, Jonathan, when she went into cardiac arrest at her home in Key West at the age of 25 in August 2002. Kaylee was successfully resuscitated by emergency...
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