5 Steps to Take After Losing a Parent
Losing a parent can be one of the most devastating events in your life. However, even as you and your family members work through your grief, you likely need to take steps to handle your parent’s affairs. Working with an estate administration lawyer can help you determine the appropriate course of action to administer your […]
4 Objectives that You Can Meet by Distributing Assets to Your Family Members Through a Living Trust
When you work with an estate planning lawyer to create a comprehensive estate plan, you likely have specific objectives, some of which a living trust may achieve. For instance, you may want to make handling your affairs as simple as possible for your surviving family member, minimize taxes, and avoid probate. Creating and funding a […]
Will My Heirs Have to Pay My Debts After I Pass Away?
When working with an estate planning lawyer, you likely are interested in simplifying your affairs, avoiding taxes, and preserving your assets for your heirs. In many cases, your goal is to ensure your loved ones avoid the expense and time involved in probate proceedings after you pass away. A Florida estate planning lawyer from Kramer […]
3 Common Estate Planning Pitfalls
A comprehensive estate plan is individually tailored to meet your unique needs and objectives. As a result, each person’s estate plan may differ substantially. However, as you go through the estate planning process, you should be aware of some common pitfalls to avoid. An estate planning lawyer at Kramer, Green, Zuckerman, Greene & Buchsbaum, P.A. […]
Should I Add My Adult Child to the Deed to My Property to Avoid Probate?
When working with an estate planning lawyer, you likely are interested in simplifying your affairs, avoiding taxes, and preserving your assets for your heirs. In many cases, your goal is to ensure your loved ones avoid the expense and time involved in probate proceedings after you pass away. A Florida estate planning lawyer from Kramer […]
Estate Planning Options When You Have a Loved One with Special Needs
An estate plan can contain many documents, depending on your needs. When you have a child or another close family member with special needs, you may need to add some unique documents to your estate plan. These documents may be necessary to ensure that you can ensure financial care for your loved one in the […]
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 […]