by The Purdy Firm | Aug 20, 2024 | Blog, Estate Planning
Exploring trust law brings us to a key question: can a trustee also be a beneficiary? This question highlights the complex relationship between these two roles. It’s important for estate planning and managing assets. Trusts are key in making sure the...
by The Purdy Firm | Jul 30, 2024 | Blog, Estate Planning
Creating a living trust in Florida is a smart way to manage your assets and protect your family’s future. A living trust is a legal document that holds your property and specifies how it should be distributed after your death. In the Sunshine State, living...
by The Purdy Firm | Jul 25, 2024 | Blog
We know how vital special needs estate planning is in Florida. It’s key for families with members who have disabilities. We aim to make this complex process easy and confident for you.Special needs estate planning aims to secure a future for people with...
by The Purdy Firm | Jul 24, 2024 | Blog
Estate planning can be complex, but joint trusts make it simpler for couples. They are a valuable tool for managing assets and making wealth transfer easier. A joint trust is a trust agreement made by two people, often spouses, to hold their shared assets.Joint trusts...
by The Purdy Firm | Jul 23, 2024 | Blog, Estate Planning
In Florida, a shocking 59% of adults don’t have a will. This fact shows how vital the role of executors is. We’re going to look at the key duties and responsibilities of being an executor in Florida.Florida calls executors “Personal...
by The Purdy Firm | Jul 22, 2024 | Blog, Estate Planning
We often talk about living wills and powers of attorney when planning for the end of life. These important documents protect our interests when we can’t speak for ourselves. Let’s look at the main differences between a living will and a power of attorney....