by Carol Grant | Mar 21, 2024 | Estate Planning, Trust Administration
Married couples looking to secure their financial future and provide for the surviving spouse tax-wise may consider a marital trust. What Is a Marital Trust? A marital trust is a legal arrangement in estate planning that helps married couples protect assets for a...
by Carol Grant | Feb 27, 2024 | Estate Planning, Probate
As an estate planning attorney in a probate law firm in Miami-Dade county, I’ve witnessed many parents consider adding a child to the deed of their home with good intentions. They often view this as a simple strategy to ensure that their property seamlessly...
by Carol Grant | Feb 2, 2024 | Estate Planning
When a loved one passes away and leaves behind an Individual Retirement Account (IRA), understanding Florida inheritance laws becomes critical for beneficiaries. Whether you’re dealing with a traditional IRA or Roth IRA in Florida, the rules surrounding...
by Carol Grant | Jan 10, 2024 | Estate Planning
It’s often a matter of debate. Can a minor be named as a beneficiary in Florida? Often, the answer is no. The significant exception to the rule of not naming a minor as a beneficiary is trusts: you can name a legal minor as the beneficiary of a trust. That’s...
by Carol Grant | Jan 1, 2024 | Elder Law, Estate Planning, Guardianship
No one likes to think of themselves as being older and vulnerable. However, for one Florida man, a medical crisis and the lack of family nearby led to a terrible series of events. The article’s title, from The Washington Post, sums it up: “The retired pilot went...
by Carol Grant | Dec 14, 2023 | Estate Planning
As we reach the end of the Hannukah season this year, and you stand tall in your rededication to your faith, know that I wish you and your family a very blessed and happy holiday season. I hope you have enjoyed this special time with your family, and are looking...
