Wills and Trust Archives - Beller Law, P.L.

18 Aug, 2023

How to Transfer Wealth While Limiting Taxes and Fees

Juris Digital2023-09-28T13:41:25-04:00August 18th, 2023|Wills and Trust|

How to Transfer Wealth While Limiting Taxes and Fees At the end of the day, we all want what’s best for our families and loved ones. As we age and grow, it is a common goal to want to leave our loved ones in as healthy a financial position as possible when we pass on.

However, when it comes to transferring wealth, there are a […]

15 Aug, 2022

What Makes a Will or Trust Invalid?

Rebeccah2024-04-29T06:58:42-04:00August 15th, 2022|Uncategorized, Wills and Trust|

Wills and trusts are essential estate planning documents. The terms of a will or trust can tremendously impact how a court handles someone’s estate after death. With good reason, state law imposes strict requirements that all valid trusts and wills must meet. If a document doesn’t meet one of the required criteria, the court will not give it any legal […]

25 May, 2022

Valid Will in Florida: What Are the Requirements?

Rebeccah2024-04-29T06:53:55-04:00May 25th, 2022|Wills and Trust|

While it’s essential to write a will, having one only makes a difference if it actually works. To make a valid will in Florida, the document you create must meet all legal requirements. In this blog, we explain how to make a will in Florida that’s legally enforceable and effective when the time comes to use it.

What Is a Last Will […]

10 Mar, 2022

How Important Is a Power of Attorney in Florida?

Rebeccah2024-04-29T06:52:14-04:00March 10th, 2022|Wills and Trust|

With a power of attorney, you can appoint someone to act on your behalf. This powerful legal document is important because you still maintain control over your life, but you have a plan if you need someone to make decisions for you. In this blog, we will discuss the different types of powers of attorney and why having one is important.

If […]

10 Feb, 2022

Understanding the Importance of a Will and Living Trust

Rebeccah2024-02-29T23:28:32-05:00February 10th, 2022|Wills and Trust|

Wills and living trusts are two common estate planning tools you can use to transfer assets to loved ones. The importance of a will and a living trust is that they provide a clear, enforceable way to provide for your family and plan your legacy.

Let’s explore the difference between a will and living trust so you can decide which one […]