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Miami, FL 33180

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May 2013 Archives

Naming retirement account beneficiaries

During your estate planning process, you have probably thought about how to structure trusts and probate documents to best suit your heirs' needs. You may have overlooked one important type of account during this estate administration preparation, however: Have you named your beneficiaries for your IRA or 401(k)?

Little-known tax secrets help with estate planning

Throughout your estate planning research, you may have heard about common strategies such as the use of revocable trusts or simple will documents. What you may not have considered, however, are the "Johnny-one-note estate planning" strategies that could make or break your Florida family's financial future. Do not limit your estate plan by only considering revocable trusts, especially if you are a business owner. Instead, remain open to these planning options that could help your beneficiaries avoid the tax man.

Are stepchildren required to receive assets in your will?

If you have remarried and taken on the responsibility for stepchildren, you might be confused about the legal requirements related to including them in your will. Florida attorneys say that stepparents have no legal obligation to leave inheritances to stepchildren, despite some common misconceptions. Still, there are some ways to improve your strategies for estate planning to ensure that everyone is satisfied.

Estate planning after adopting your grandkids

New statistics show that more grandkids than ever before are living with their grandparents. In a state such as Florida, which boasts a high population of elderly residents, this trend could have troubling consequences for estate planning among all demographics. Grandparents may assume the role of guardians for a number of reasons, including health concerns, social problems or military deployments. How they financially respond to this responsibility, however, relates directly to their ability to plan for the future.

Cut your taxes through estate plan strategies

New research shows that even though Uncle Sam has chosen to increase tax rates among wealthy Floridians, few intend to willingly pay more estate taxes than they had previously planned for. Experts in the field of estate planning are providing a variety of strategies to help avoid unfair taxation during the administration of a will. If you are looking to protect your assets after your death -- and even while you are still living -- consider these helpful estate planning techniques.