Category: Estate Planning Law

What is A Domestic Asset Protection Trust?
The goal to effective estate planning is to try to maximize the protection of your hard-earned assets.  However, most estate planning professionals will agree that there is no one “silver-bullet” [...]
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How Does the Unified Credit Work for My Estate Taxes?
When you give money or assets to someone, the federal government may be able to tax those gifts. By understanding gift and estate taxation, and the unified credit, you can [...]
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Revocable vs. Irrevocable Trusts: Advantages and Disadvantages
When creating your estate plan, you have many options available to you that enable you to keep control over your assets after you pass away. One of the main ways to [...]
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What Can a Self-Cancelling Note Do for My Estate Plan?
When you want to find ways in which to pass on your assets to your children with as few encumbrances as possible, then you sometimes need to get a little [...]
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Spousal Lifetime Access Trusts
By Rebecca G. Doane, Esq. and Randell C. Doane, Esq., published in the Palm Beach Daily News, January 3, 2021 The term “unprecedented” has become ubiquitous in the past year. [...]
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Should You Consider Using a Private Annuity in Your Estate Plan?
For so many families, the thought of estate planning and acknowledging the inevitable is scary and unpalatable. No one wants to consider a future without their loved one and they [...]
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Using the Right of Survivorship in Your Estate Plan
You might have heard the term, but you have been afraid to ask the question “What does the right of survivorship mean?” Well, in this article, we are going to [...]
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What Must a Trustee Representative Do Under Florida Law?
“Trust takes years to build, seconds to break.” When a loved one creates a trust, he or she names a person to serve as “trustee” (sometimes called a “trust representative,” [...]
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Can You Change Beneficiaries in an Irrevocable Trust?
It’s in the name “irrevocable” trusts are, not surprisingly, irrevocable.  That is, they cannot be normally changed or amended.  So, when asking the question “can you change beneficiaries in an [...]
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Some Estate Planning New Year’s Resolutions For 2021
He was not old by any stretch.  He was only 55 years old.  Yet, because of a rare condition, he passed away unexpectedly.  When it came to estate planning, he [...]
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