Estate Planning Archives - Beller Law, P.L.

10 Feb, 2024

LLCs in Estate Planning: Protecting Your Small Business and Assets

Juris Digital2024-03-20T03:12:23-04:00February 10th, 2024|Estate Planning|

LLCs in Estate Planning- Protecting Your Small Business and Assets As you age, it seems like everyone has an opinion about the best way to plan your estate. You want to protect your legacy and provide for your loved ones, but sorting through which advice is good or bad requires a keen eye and, often, extensive knowledge. You may have heard family LLCs can help you plan your […]

28 Oct, 2023

Golden Years Security: A Comprehensive Guide to Estate Planning for Retirement

Juris Digital2023-12-21T04:28:33-05:00October 28th, 2023|Estate Planning, Uncategorized|

As you age, you might think about retirement and all the activities you’d like to enjoy after decades of working. Maybe you have a summer home or boat and now have time to use your assets. While many people focus much of their time thinking about retirement, they often forget to plan for what will happen after they pass.

Waiting too long to make […]

20 Jul, 2023

How Can Business Owners Safeguard Their Company’s Legacy Through Estate Planning

Juris Digital2023-09-27T10:29:47-04:00July 20th, 2023|Estate Planning|

Even when you are dealing with relatively simple estates, estate planning can be a complicated process. You have to carefully consider what you have, decide who to pass it down to, and then figure out the most effective way to do so. If you are a business owner, there is much more to consider, and […]

25 Nov, 2022

What You Should Know About a Conservatee’s Rights

Juris Digital2023-06-28T06:32:37-04:00November 25th, 2022|Estate Planning|

With the scandal surrounding Britney Spears’ conservatorship in California, conservatorship has been in the headlines recently. Many people are not familiar with conservatorships or the rights of a conservatee. This is due, in part, to the fact that every state’s law defines conservatorship differently. Thus, California and Florida have different legal definitions and processes for conservatorships. To understand a conservatee’s […]

15 Sep, 2022

What’s the Difference Between Payable on Death and Transfer on Death?

Rebeccah2022-09-19T09:26:03-04:00September 15th, 2022|Estate Planning, Uncategorized|

An important part of estate planning involves strategically rearranging assets, so your loved ones can avoid probate. One way to do this is to include payable on death or transfer on death designations on certain assets. In this blog, we explain the difference between payable on death and transfer on death and […]