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The 5 Most Common Estate Planning Mistakes (and How to Avoid Them)
Estate planning is one of the most important steps you can take to protect your family, assets, and legacy. Yet many people—through no...
twarnock16
Apr 213 min read
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Florida Estate Planning Checklist: What Every Resident Should Have in Place
When it comes to estate planning, the goal is simple: make life easier for your loved ones and ensure your wishes are honored. Whether...
twarnock16
Apr 183 min read
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Do I Really Need a Will If I Already Have a Trust?
Creating a revocable living trust is a powerful way to manage your assets during your lifetime and avoid probate after your death—but...
twarnock16
Apr 153 min read
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Understanding Florida's Probate Venue Rules: A Guide to Proper Venue
When a loved one passes away, navigating the legal process of settling their estate can feel overwhelming. One critical aspect of probate...
twarnock16
Apr 32 min read
5 views
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Comparing Revocable and Irrevocable Trusts: A Professional Guide to Making the Right Choice
Trusts are vital tools in estate planning. They allow individuals to manage their assets effectively and ensure their wishes for asset...
twarnock16
Mar 264 min read
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Understanding Florida Probate: The Preference in Appointing a Personal Representative (Executor)
When managing an estate after a loved one passes away, appointing a personal representative, or executor, is a vital step in the probate...
twarnock16
Mar 173 min read
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Navigating Guardianship: Ensuring Long-Term Care and Support for Adult Special Needs Children
Transitioning from raising a child with special needs to navigating their adulthood can be overwhelming, especially for retired parents....
twarnock16
Mar 53 min read
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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...
twarnock16
Feb 274 min read
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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...
twarnock16
Feb 204 min read
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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...
twarnock16
Feb 125 min read
14 views
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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...
twarnock16
Feb 44 min read
9 views
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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...
twarnock16
Jan 294 min read
15 views
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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...
twarnock16
Jan 203 min read
2,036 views
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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...
twarnock16
Oct 31, 20245 min read
20 views
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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...
twarnock16
Oct 29, 20244 min read
399 views
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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...
twarnock16
Oct 24, 20244 min read
32 views
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 "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...
twarnock16
Oct 3, 20244 min read
90 views
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 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...
twarnock16
Sep 19, 20244 min read
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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...
twarnock16
Sep 5, 20245 min read
110 views
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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...
twarnock16
Aug 31, 20245 min read
8 views
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