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Trust Administration Archives

Don't wait to fund your trust

Revocable living trusts are a popular way for residents of Florida to pass their assets on to their loved ones. However, the story doesn't end when the trust is written and the person creating the trust, the trustor, signs on the dotted line. In order for a trust to operate as it should, the trustor needs to "fund" -- that is, transfer assets to -- the trust.

Trust administration may be best left to professionals

When a person in Ft. Myers creates an estate plan, he or she may have chosen a successor trustee, a health care agent and an executor of their estate. These are all important roles that could make the difference between an estate plan that runs smoothly both during the person's lifetime and after their death, and an estate plan that is fraught with confusion and fights between a person's loved ones.

An attorney can help in trust administration

When it comes to estate plans, a trust is one of the most common and important facets. They are specifically created to be given to beneficiaries, and the assets within a trust will become available to them when the person who created it, the trustor, has passed away or when the beneficiaries reach a certain age. Additionally, they are advantageous in that assets in trusts are not included in the probate process, which can be long and confusing.

Planning for the future and the importance of a marital trust

Planning for your future is something you have been doing your entire life. Plan for college, plan for a career, plan for your family, and plan for your retirement. But what about planning for after retirement, when you have passed from this world?

Putting together an estate plan? Three steps to success.

A number of events can trigger the need for an estate plan. Some realize this need when they have children. Others begin the process when retirement is on the horizon. Whatever the occasion, it is wise to have a basic outline in place before sitting down to put together the plan.

Risks and benefits of using a corporate trustee

Most Florida residents know that having an honorable and dedicated trustee should be a key part of any good estate plan. That's why many testators choose a beloved family member or close friend to be their trustee. However, if a testator does not have a close friend or family member, they may opt to have a corporation act as their trustee. But, choosing a corporate fiduciary brings with it certain benefits and potential risks.

3 estate planning tips to help Boomers prepare for retirement

Retirement is quickly approaching or already beginning for most Baby Boomers. This innovative and independent generation has many things to look forward to, potentially including travel to exotic locations, road trips across the country and taking the time to learn new things.

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