Month: December 2021

Sharing an account with a family member is a simple enough process. But Florida probate law can complicate the matter. Probate determines who gets what after the will-holder passes on. Technically, any financial instrument with the deceased's name is legally...

There are pros and cons to every estate tool you have, so your final decision should be based on a diverse strategy that works to achieve your personal goals. When it comes to trusts, you have a choice between revocable and irrevocable types. Here's a look at how...