Three Common Florida Probate Questions
Understand Florida probate basics: no specific filing deadline, property transfer timelines vary, and a petition for discharge finalizes asset distribution and estate closure.
How to Talk about Estate Planning with Aging Parents: Guidance for Baby Boomers and Gen-Xers
Discussing estate planning with aging parents can be a sensitive topic for many Jacksonville residents, but it’s an essential conversation for Baby Boomers and Gen-Xers to ensure peace of mind and a well-managed legacy for their families. Baby Boomers and…
How to Choose the Right Trustee for Your Estate Plan
Choosing the right trustee is crucial for trust management and beneficiary care. Team Legacy offers tailored guidance based on your family's circumstances.
How to Include a Charity In Your Estate
Explore how charitable planning in Jacksonville, FL enhances your estate plan, offering tax benefits and a lasting legacy.
What to Do When Your Spouse Dies in Florida: A Comprehensive Guide
Dealing with the loss of a spouse is one of life's most challenging events. Here's a detailed guide on what to do when your spouse dies in Florida, helping you cover all necessary steps during this difficult time.
How Revenue Ruling 2023-2 Impacts Irrevocable Trusts in Florida Estate Planning
We examine why Revenue Ruling 2023-2 matters in Jacksonville estate planning, what it says now, and how it affects your estate planning strategy in Jacksonville for passing wealth to loved ones.
Estate Planning after a Divorce: What You Need to Know
Divorce is an undeniably significant life event, marking not just the end of a marriage but also the beginning of a new phase in one's life. Jacksonville residents either going through a divorce or who have recently finalized one may…
Risks of Naming a Special Needs Beneficiary for Retirement Plans or Life Insurance Policies
For Jacksonville families striving to secure a bright and stable future for their special needs family members, your ultimate goal is to ensure that they will be secure and taken care of long after you are gone. Due to the…
Why Powers of Attorney Are Essential for Business Owners
A business owner works hard to establish a company, build wealth, and protect assets. That owner creates a plan for company growth and backup in case of an unexpected disruption. They should also plan for unforeseen events, such as mental…
What is a Decedent?
Estate planning might sound like a complex topic, but it's all about preparing for the future, specifically what happens to your things and responsibilities after you pass away. In Jacksonville, FL, like anywhere else, it's crucial to understand certain terms…