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Sometimes the Personal Property Memorandum Is the Most Important Part of Your Estate Plan

Sometimes the Personal Property Memorandum Is the Most Important Part of Your Estate Plan

by Florida Elder Law & Legacy Planning | Oct 16, 2023 | Estate Planning, Wills and Trusts

  Most people usually think about who will receive their retirement and bank accounts, life insurance proceeds, real estate, and other valuable possessions upon their death. However, a person’s personal property (their stuff) can also be a source of value that...
Third-Party Supplemental Needs Trusts

Third-Party Supplemental Needs Trusts

by Florida Elder Law & Legacy Planning | Sep 26, 2023 | Estate Planning, Special Needs Planning

If you want to provide for a loved one who is disabled or has special needs when you are nolonger here, care must be taken to ensure that the inheritance you leave will help rather thanharm your loved one. An inheritance received outright could negatively impact your...
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