Category Archives: Wills Probate
What Are Payable On Death Accounts, And How Do They Fit into My Estate Planning?
Transfer on death accounts—also known as Payable on death accounts in states like Florida—allow a couple to designate who receives their accounts and assets after the second person (with joint accounts) passes on as part of their estate planning. These accounts are governed by state law and are part of the account custodian (for… Read More »
Protecting Foreign Assets in Estate Planning
As attorneys who regularly practice in estate planning, wills, and probate here in Florida, we work with a number of clients who have to take extra precautions in planning for their global assets. It is extremely important to take extra precautions and steps when you own foreign assets, especially when it comes to structuring… Read More »