An estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure ...
We find that, for most people, the basic estate planning process can be fairly straightforward and somewhat painless. The anticipation of it seems to be much worse than the reality and it is something ...
Estate planning can feel overwhelming, but a few key documents and decisions today can make a significant difference for your ...
In our last article, "Demystifying the Estate Planning Process," we attempted to simplify and break down the various steps involved in the estate planning process and to outline the key documents in a ...
You do not have to be wealthy to start considering an estate planning strategy. Most people have something of value that they want to pass along to loved ones. Passing along something of value to a ...
Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly—cleaning the filter on the vacuum cleaner, setting up a password manager, you name it. First, ...
The proposed tax law changes, the pandemic, the threat of inflation and general economic uncertainty - all of these and more means you can become too focused on the more esoteric aspects of income and ...
Whether or not you watched Succession (how could you not?), it’s not hard to imagine how dealing with family money can be dysfunctional at best, and downright embittered at worst. Estate planning is a ...
With estate attorneys, CPAs, business consultants, investment managers, insurance brokers, mortgage brokers, philanthropic advisors, and perhaps even more subject matter experts in their Rolodex, ...
Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you ...
The estate-planning process is difficult for many of our clients. Clients usually have a lot at stake financially and emotionally when they engage an estate planner. The fact that others often have an ...
MELBOURNE, FL - June 17, 2026 - PRESSADVANTAGE - Lacey Rezanka Attorneys at Law, an estate planning and probate law ...