What is a Contingent Beneficiary and Why Does It Matter?
A comprehensive estate plan can contain several different types of documents, many of which contain contingent beneficiary designations. These documents may include trusts, life insurance policies, retirement accounts, and more. The beneficiaries listed on these documents will receive those assets after you pass away, so your choice of beneficiaries is important. An estate planning lawyer […]
3 Reasons that Trusts Fail
Trusts can be a central and invaluable component of a comprehensive estate plan. An estate planning lawyer at Kramer, Green, Zuckerman, Greene & Buchsbaum, P.A. can help choose the elements of your estate plan that are best for you and your family. They also can advise you on how to craft the plan that most […]
When to Consider Creating a Discretionary Trust
As you work to create a comprehensive estate plan with an estate planning lawyer, you might consider the benefits of incorporating a discretionary trust into your plan for various reasons. Creating a discretionary trust can benefit your heirs, particularly if you have concerns about their ability to safeguard their inheritance. For instance, what if your […]
Understanding the QTIP Trust
When drafting a comprehensive estate plan with an estate planning lawyer, a qualified terminable interest property (QTIP) trust may be useful for providing financial protection for your surviving spouse and family after you pass away. A Florida estate planning lawyer from Kramer Green can help you determine whether a QTIP trust is the right type […]
4 Reasons to Consider a Professional Trustee
Incorporating a trust into your estate plan and choosing a trustee may be the right option for you and your family when you work to create a comprehensive estate plan with an estate planning lawyer. Using a trust can have various benefits, such as ensuring that your assets don’t go through probate. Bypassing the probate […]
Do I Need a Durable Power of Attorney? What Does It Do?
An estate planning lawyer at Kramer, Green, Zuckerman, Greene & Buchsbaum, P.A. can help determine if a durable power of attorney is an appropriate part of your estate plan. We also can answer your questions and assist you in choosing the people whom you wish to serve as your power of attorney in the future. […]
Land Trusts: The Advantages and Disadvantages
When you work to create a comprehensive estate plan with an estate planning lawyer, you may consider incorporating a land trust into your plan for various reasons. Creating a land trust can have benefits like privacy and avoiding probate. However, land trusts also have disadvantages that may make them unsuitable for your purposes. A Florida […]
Three Common Estate Planning Mistakes
An estate planning lawyer at Kramer, Green, Zuckerman, Greene & Buchsbaum, P.A. can help determine what type of estate plan is best for you and your family. We also can answer your questions and assist you in choosing the different elements of a comprehensive estate plan that meet your needs. Individuals often make three major […]
Getting Financial Compensation as the Personal Representative of an Estate
When you are named as the personal representative of an estate after the death of a loved one, you may be overwhelmed and unsure where to start. The Florida probate lawyers of Kramer, Green, Zuckerman, Greene & Buchsbaum, P.A. can answer your questions and guide you through the process of handling your loved one’s estate. […]
Four Essential Estate Planning Concerns for People Without Children
Estate plans are a necessary step to getting your affairs in order. Many people see estate planning as a way to protect your family. However, even with no children, you can still benefit from estate planning techniques. For example, estate planning allows you to designate who receives your property after death instead of leaving it […]