David Howard Goldberg, P.L.

January 2020 Archives

Wills are important to estate plans, but different types exist

Each person's estate plan is different. All Florida residents have specific concerns and issues to consider, which can impact the type of planning tools they use. Though most people want to use wills as part of their plans, they may not fully understand the functions of this document or the types available.

Not all trustees are trustworthy

When your loved one passed away, you may have anticipated receiving an inheritance. True to your expectations, your family member did bequeath assets to you. However, rather than having them pass directly on to you, he or she placed the assets in a trust. As a result, the appointed trustee has control over the assets, which he or she should manage in accordance with your loved one's wishes.

Wills may not be valid after relocating to Florida

For many people, retiring to Florida is a goal and one that takes many years of planning to achieve. It stands to reason that some who relocate to Florida will already have other plans in place as well, such as their wills and other components of an estate plan. While many wills do transfer validly to Florida, there are some reasons why one's will may not stand in the Sunshine State.

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David Howard Goldberg, P.L.
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