Be Wary of How Non-Planning Relatives Can Disrupt Your Plans
Barry and Chad warn about how uncoordinated family estate plans can unintentionally harm beneficiaries, especially those with special needs or financial vulnerabilities.
Beneficiaries from Subsequent Marriage & Partners
Barry and Chad explain how trusts can protect assets from being diverted to spouses in second and subsequent marriages instead of passing to children.
Beneficiaries Who are Irresponsible
Barry and Chad explain how trusts can protect inheritances from being quickly wasted by financially irresponsible beneficiaries.
Beneficiaries with Special Needs
Barry and Chad explain how improper inheritance can jeopardize benefits for special needs individuals and why supplemental needs trusts are essential.
Beneficiaries Struggling with Mental Health or Substance Abuse
Barry and Chad discuss how to protect beneficiaries struggling with substance abuse through thoughtful estate planning and the use of trusts.
Failing to Plan for Tax
Barry and Chad explain how income tax impacts estate planning and why it deserves just as much attention as estate and gift taxes.
Trust on the Retirement Accounts as Beneficiaries
Barry and Chad explain trusts as retirement account beneficiaries and the importance of coordinated estate planning.
Don’t Let Your Business Go Through Probate
Barry and Chad discuss why letting a business go through probate can create costly problems and how properly structured and funded trusts can help avoid them.
How to Avoid Problems with Dissatisfied Beneficiaries
Barry and Chad discuss how dissatisfied beneficiaries sometimes challenge wills and estate plans, including claims of lack of capacity, undue influence, and improper execution of documents.
Homestead
Barry and Chad break down Florida’s homestead rules, explaining the key protections, tax benefits, and inheritance restrictions that can significantly impact estate planning.
