Author Archives: Douglas Aaron Oberdorfer
The potential tax implications of estate planning decisions
As a Florida adult plans for the future, he or she may consider who to name as heirs and beneficiaries of his or her estate. These estate plans may also include documents regarding disability planning, health care wishes and more. Of course, it…
Guardianship or conservatorship: Does your loved one need both?
As many Florida residents age, their mental sharpness begins to decline. You may have noticed some minor concerns with a parent’s or other older loved one’s mental abilities, or your loved one may have already…
Is a living trust better than a will?
The right approach to an estate plan depends on the individual’s goals and needs for the future. It is beneficial for adults of all ages and income levels to consider what will happen to their…
Blended families need certain legal and financial protections
Blended families in Florida may face unique challenges when unexpected circumstances arise, but there are steps they can take that will allow them to plan for these matters appropriately. Planning for the future is essential no matter…
The complex process of settling the estate of Larry King
When television personality and host Larry King passed away recently, it was discovered he had two wills. Although Mr. King and his wife were in the process of divorcing at the time of his passing, Mrs. King maintains…
Missteps in estate planning could cause problems later
The process of planning for the future can be complex and overwhelming for a Florida adult who does not have legal experience. While DIY estate planning is popular, it can lead to mistakes that may…
Could a QIT help you qualify for Medicaid?
Though no one wants him- or herself or a family member to need long-term care, it is a real possibility for anyone. Even if you or your spouse is healthy now, a serious illness or…
In what ways should a divorce affect an estate plan?
The decision to divorce will significantly affect finances, both immediately and well into the future. Both Florida spouses will have to adjust to new financial circumstances, and in the midst of all of the immediate…
Necessary steps when settling an estate
After a loved one passes away, those left behind are typically tasked with the responsibility of making sure his or her estate is properly handled. Depending on the estate, this may include distributing assets according…
Giving to charity as an estate planning strategy
For some Florida adults, planning for the future involves creating a plan for distributing their wealth in specific ways after they pass. One goal may be to give to a charitable organization, and there are…
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