Florida Estate Planning
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How to Settle Disputes Over Wills: Use Mediation - WSJ.com

How to Settle Disputes Over Wills: Use Mediation - WSJ.com | Florida Estate Planning | Scoop.it
A conversation with William Zabel, a prominent trust and estate lawyer, about the effectiveness of mediation in resolving family disputes over wills and inheritances.
Kurt Zimmerman's insight:

It's surprising how many ruptures there are in families where wills aren't clear about who gets what. It pays to invest time in the nuances of estate planning.

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Prepaying for Princeton - WSJ.com

Prepaying for Princeton - WSJ.com | Florida Estate Planning | Scoop.it
How does a 529 plan that promises to cover future costs at private college do it?
Kurt Zimmerman's insight:

If saving for a child's college education is a principal financial goal of yours, you should know about the Private College 529 Plan.

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Spousal Lifetime Access Trusts--Use Your Gift Tax Exemption Without Giving It All Away - Forbes

Spousal Lifetime Access Trusts--Use Your Gift Tax Exemption Without Giving It All Away - Forbes | Florida Estate Planning | Scoop.it

Time is running out to use the $5.12 million gift tax exemption -- it's scheduled to revert back to $1 million on January 1, 2013.

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Alarm Sounds on Estate Taxes

Alarm Sounds on Estate Taxes | Florida Estate Planning | Scoop.it

Now is the time to take advantage of the high exemption on estate taxes, while it is still in effect, by making sizable gifts under the current limits.

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Avoiding ‘Money Death’ — A New Option for Your Nest Egg

Avoiding ‘Money Death’ — A New Option for Your Nest Egg | Florida Estate Planning | Scoop.it
The good news is Americans are living longer. But the worry for many retirees is that they'll outlive their savings.
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Teens: Mom and Dad Will Leave Me Enough to Retire

Teens: Mom and Dad Will Leave Me Enough to Retire | Florida Estate Planning | Scoop.it

Is this the retirement strategy today's teens are counting on?

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Does Long-Term Care Insurance at a Young Age Make Sense?

Does Long-Term Care Insurance at a Young Age Make Sense? | Florida Estate Planning | Scoop.it
Younger people are buying long-term care insurance, but there are many risks for those who are not certain they're committed for the long haul.
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What Some Investors Are Doing to Anticipate a Tax Increase

What Some Investors Are Doing to Anticipate a Tax Increase | Florida Estate Planning | Scoop.it
The Senate has voted to raise taxes on the wealthy, while the House has voted to keep taxes low for everyone and compromise seems unlikely. How are affluent investors coping with the uncertainty?
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Facebook Paid $91,000 Last Year For Mark Zuckerberg's "Estate And Financial Planning" (Hmmm...)

Facebook Paid $91,000 Last Year For Mark Zuckerberg's "Estate And Financial Planning" (Hmmm...) | Florida Estate Planning | Scoop.it
He has a big estate, obviously. But we're not sure why the company should pay this bill...
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For Childless Older People, Legal and Logistical Challenges

For Childless Older People, Legal and Logistical Challenges | Florida Estate Planning | Scoop.it
As more people in the United States remain childless, lawyers are emphasizing the importance of setting up health care proxies and powers of attorney.
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Zuckerberg, Moskovitz Give Big Bucks To Unborn Kids - Forbes

Zuckerberg, Moskovitz Give Big Bucks To Unborn Kids - Forbes | Florida Estate Planning | Scoop.it
In 2008, when Mark Zuckerberg and Dustin Moskovitz were both 24, they used an estate planning tool that is more familiar to people two or three times their age.
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Romney Tax Returns Show Strategy for Moving Money to Kids

Romney Tax Returns Show Strategy for Moving Money to Kids | Florida Estate Planning | Scoop.it
Republican presidential candidate Mitt Romney and his wife, Ann, have used sophisticated estate- planning techniques for more than a decade to minimize taxes and amass at least $100 million for their family outside of their estate.
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Adam Yauch's Will Reveals His Private Dilemma - Forbes

Adam Yauch's Will Reveals His Private Dilemma - Forbes | Florida Estate Planning | Scoop.it

Adam Yauch, co-founder of the Beastie Boys, and his wife Dechen reached an unusual compromise about who would raise their daughter if they both died. The story reveals their private dilemma about whom to name as guardian to raise their minor child -- a decision many couples wrestle with.

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What a Tangled Web We Leave - WSJ.com

What a Tangled Web We Leave - WSJ.com | Florida Estate Planning | Scoop.it
Surviving spouses are often confronted with unexpected financial hassles. Here's how to minimize the annoyance.
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As End of Gift Tax Exemption Nears, Ways to Use It Proliferate

As End of Gift Tax Exemption Nears, Ways to Use It Proliferate | Florida Estate Planning | Scoop.it
Time is running out on a generous exemption from gift taxes, but tax advisers have no shortage of ways to get in under the deadline.
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Tax specialists suggest handling estate before Jan. 1

Tax specialists suggest handling estate before Jan. 1 | Florida Estate Planning | Scoop.it

The current law that allows transferring up to $5.12 million from one generation to another in an estate plan expires at year-end.

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Morningstar Names Best 529 College-Savings Plans for 2012

Morningstar Names Best 529 College-Savings Plans for 2012 | Florida Estate Planning | Scoop.it

If you're saving for college, check out Morningstar's annual review of the largest 529 college-savings plans. Morningstar analysts identified 27 plans that are likely to outperform their peers over time.

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Naming a Trustee Is Key ... and Tough

Naming a Trustee Is Key ... and Tough | Florida Estate Planning | Scoop.it
When deciding between a family member or a professional trust company, consider the size and complexity of the assets held in the trust and whether your heirs get along.
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Romney's Tax-Avoiding ‘I Dig It' Trust Gives Heirs Triple Benefit

Romney's Tax-Avoiding ‘I Dig It' Trust Gives Heirs Triple Benefit | Florida Estate Planning | Scoop.it

Mitt Romney's personal estate planning illustrates the power of making gifts in trust for children and grandchildren, particularly where the donor (Mitt Romney) pays the income tax generated by trust assets. 

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Trust Protectors -- What They Are And Why Probably Every Trust Should Have One - Forbes

Trust Protectors -- What They Are And Why Probably Every Trust Should Have One - Forbes | Florida Estate Planning | Scoop.it

The position of Trust Protector is so useful, and it has become so commonplace, that the concept should almost always be discussed between planners and those looking to form trusts.

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Romney Tax Returns Show Strategies For Moving Money To Kids

Romney Tax Returns Show Strategies For Moving Money To Kids | Florida Estate Planning | Scoop.it
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams.
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Life Insurance: How Much Do I Need and What Kind Should I Buy? - EstatePlanning.com

Life Insurance: How Much Do I Need and What Kind Should I Buy? - EstatePlanning.com | Florida Estate Planning | Scoop.it

How to determine how much life insurance you will need and what kind you should buy.

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Of Sound Mind: Make Plans for Your Digital Estate - Magazine - ABA Journal

Of Sound Mind: Make Plans for Your Digital Estate - Magazine - ABA Journal | Florida Estate Planning | Scoop.it

It’s hard enough for each of us to keep track of our passwords, user names and accounts when we are of sound mind and body. How difficult will it be when we are no longer around to do that?

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Passing Down Your Facebook Account - WSJ.com

Passing Down Your Facebook Account - WSJ.com | Florida Estate Planning | Scoop.it
If you aren't careful, your email account, Twitter handle and other 'digital assets' could be in danger after you die.
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6 Ways To Give Family And Friends Financial Aid - Forbes

6 Ways To Give Family And Friends Financial Aid - Forbes | Florida Estate Planning | Scoop.it
Surprise: Being generous to friends and family is regulated by the tax law. Here's how you can help out and not get in trouble with Uncle Sam.
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