top of page
Search


twarnock16
11 hours ago4 min read
Securing Financial Clarity: Navigating Prenuptial Agreements for Retirees in Florida
Navigating relationships in retirement can be both rewarding and complicated, especially for those considering remarriage. For older...
0 views0 comments


twarnock16
Feb 204 min read
Ensuring Long-Term Success: A Guide to Reviewing and Updating Your Revocable Trust for Florida Residents
Navigating the world of estate planning can sometimes feel overwhelming, especially when it comes to managing a revocable trust. These...
1 view0 comments


twarnock16
Feb 125 min read
Unveiling the Mystery: Navigating the Creation of a Revocable Trust with Confidence
Creating a revocable trust can seem overwhelming, filled with legal jargon and complex processes. However, gaining a clear understanding...
13 views0 comments


twarnock16
Feb 44 min read
Understanding the Complexities of Guardianship in Estate Planning for Special Needs Dependents
When planning for a family member with special needs, guardianship is crucial. It ensures that your loved one’s needs are met and...
7 views0 comments


twarnock16
Jan 294 min read
Crafting a Comprehensive Estate Plan for Blended Families in Florida: Key Components to Consider
Establishing a comprehensive estate plan is vital for blended families in Florida. The dynamics of combining different family structures...
8 views0 comments


twarnock16
Jan 203 min read
New IRS ruling for Irrevocable Trusts and Step-Up in Basis (Rev. Rul. 2023-2)
In the world of estate planning, clarity and precision are critical. A recent development, Rev. Rul. 2023-2, has introduced significant...
999 views0 comments


twarnock16
Oct 31, 20245 min read
Understanding the Differences Between Probate Administration and Trust Administration in Florida
When it comes to managing and distributing a decedent’s assets, the terms "probate administration" and "trust administration" often...
18 views0 comments


twarnock16
Oct 29, 20244 min read
The Pros and Cons of a Florida Enhanced Life Estate Deed (Lady Bird Deed)
When planning your estate, it’s essential to make thoughtful decisions about how your assets will transfer after your lifetime. If you...
288 views0 comments


twarnock16
Oct 24, 20244 min read
What Happens to the Original Will in Florida After Someone Passes Away?
When a loved one passes away, there are many legal and administrative tasks that need to be addressed. One of the most important...
24 views0 comments


twarnock16
Oct 3, 20244 min read
 "I'm Named as Personal Representative: Do I Need to Go Through Probate?"
Being named as a personal representative (often referred to as an executor) in someone's will is a significant responsibility. If you’ve...
42 views0 comments


twarnock16
Sep 19, 20244 min read
 Understanding the Differences Between Summary Administration and Formal Administration in Florida Probate
When a loved one passes away in Florida, their estate typically goes through a legal process known as probate. Probate is the...
4 views0 comments


twarnock16
Sep 5, 20245 min read
Who Controls a Decedent's Assets After Their Death?
When a person passes away, their assets don’t simply disappear. Instead, they are subject to legal procedures that determine who will...
50 views0 comments


twarnock16
Aug 31, 20245 min read
Understanding the Purpose of a Last Will and Testament
A last will and testament, commonly referred to simply as a "will," is a legal document that plays a crucial role in estate planning. It...
4 views0 comments


twarnock16
Aug 26, 20245 min read
 Understanding the Length, Time, and Cost of Florida Probate
When a loved one passes away, their estate often needs to go through a legal process known as probate. In Florida, probate is the...
10 views0 comments


twarnock16
Aug 25, 20244 min read
Understanding the Difference Between a DNR and a Living Will
When planning for the future, especially concerning end-of-life care, it’s important to understand the various legal documents available...
46 views0 comments


twarnock16
Aug 22, 20244 min read
What Happens to Your Real Estate After You Die: With and Without a Will
Planning for the future involves making decisions about how your assets, including real estate, will be distributed after your death. A...
1 view0 comments


twarnock16
Aug 19, 20245 min read
Consolidating Finances and Downsizing: A Practical Guide for Aging Individuals to Simplify Trust Administration
As people age, planning for the future becomes increasingly important. One critical aspect of this planning involves organizing and...
4 views0 comments


twarnock16
Aug 16, 20244 min read
 Placing Your Florida Homestead in a Revocable Trust: How It Affects Your Homestead Tax Exemption
For many Florida homeowners, the homestead tax exemption is a significant benefit, offering substantial savings on property taxes....
465 views0 comments


twarnock16
Aug 13, 20244 min read
Understanding the Roles of Settlor, Grantor, and Trustee in a Revocable Trust
When setting up a revocable trust, it's essential to understand the key roles involved in its creation and management. The terms...
465 views0 comments


twarnock16
Aug 11, 20243 min read
Understanding the Tax ID Number for a Revocable Trust While Living
When setting up a revocable trust, one of the common questions that arises is whether the trust needs its own tax identification number...
2,331 views0 comments
bottom of page