Category Archives: Estate Planning
Planning for Your Online Accounts: Digital Assets in a Florida Estate Plan
Many people spend years building a traditional estate plan that addresses real property, bank accounts, and personal belongings, while overlooking an entire category of assets that now makes up a meaningful part of daily life: digital accounts. Email inboxes, social media profiles, cloud storage, cryptocurrency wallets, and online banking portals all hold value or… Read More »
Navigating Estate Planning After Divorce: Essential Tips
Divorce marks the beginning of a new chapter in life, and it’s crucial to update your estate plan to reflect your new circumstances. Here we will go over the basics to guide you through the key steps in updating your estate plan after a divorce. Update Your Estate Plan If you previously created an… Read More »
Protecting a Child’s Inheritance During Divorce
In the midst of a divorce, people often experience financial worries. For some, this includes the desire to shield funds earmarked for children. If this is true for you, know that if you and your spouse have decided to part ways there are steps you can take to protect assets for your kids. This is… Read More »
Key Terms and Concepts in Estate Planning
Key Terms and Concepts in Port St. Lucie Estate Planning Grantor (also known as Trustor, Settlor, Trustmaker): The grantor, also referred to as the trustor, settlor, or trustmaker, is the person who creates a trust. This person conveys or re-titles their property to the name of the trust. Trustee: The trustee is the person… Read More »
