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Category Archives: Estate Planning

Executor

Why You Must Have an Estate Plan in Place, Even If You Do Not Have Children

By Moran, Sanchy & Associates |

It is very important to note that, even if you do not have children, it is crucial that you have an estate plan in place—not only so that your assets do not pass  to individuals you’d rather they not—but so that you do not find yourself in trouble, without assistance, should you become incapacitated…. Read More »

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How to Go About Incorporating Charitable Giving Into Your Estate Plan

By Moran, Sanchy & Associates |

As attorneys who regularly advise clients in the area of estate planning, we regularly receive a number of questions about charitable giving, especially as it overlaps with estate planning and donating at the time of death. Incorporating charitable giving into your estate plan can become complex under some circumstances. Below, we discuss some of… Read More »

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Making Your Florida Estate Plan “Doomsday Ready”

By Moran, Sanchy & Associates |

Florida has unfortunately seen its fair share of devastation from Hurricane Michael and other hurricanes, resulting in absolutely terrible losses. Truthfully, losing everything in an instant can happen to anyone, at any time. Because of circumstances like these, everyone should have a plan in place in case they are suddenly forced out of their… Read More »

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The Eight Most Essential Estate Planning Steps

By Moran, Sanchy & Associates |

You might be surprised to find out that six in 10 adults haven’t yet drawn up basic estate planning documents, such as a will or durable power of attorney. However, this is one of the most important steps you can take to ensure that you and your loved ones are protected, should something happen…. Read More »

Charity

The Ins And Outs of Philanthropic Giving In Your Estate Plan

By Moran, Sanchy & Associates |

As Florida attorneys who regularly practice in estate planning, we frequently receive questions concerning how couples should go about incorporating philanthropic giving into their estate plan. Below, we discuss how to incorporate these goals into your plan, regardless of whether your motivations are tax-based, personal, etc.: Choosing One or More Charities Perhaps you’ve already… Read More »

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Top Estate Planning Mistakes Made By Divorcing Women

By Moran, Sanchy & Associates |

Divorce is rarely an easy time for anyone, especially those who are most affected by its financial aspects. For women going through divorce, it can be especially important to stay focused on important financial matters because, according to some studies, a majority of married women leave control of major financial planning and investing to… Read More »

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Simple Steps to Avoid One of the Most Common Estate Planning Mistakes

By Moran, Sanchy & Associates |

There is one major mistake that every level of wealth seems to make when it comes to estate planning, and it has to do with how they allocate assets amongst their beneficiaries and any charities they’d like to donate to, and whether that wealth comes from their IRA or other assets, such as a… Read More »

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Is Anything Missing From Your Estate Plan?

By Moran, Sanchy & Associates |

In our experience as estate planning attorneys, there can be a number of dangerous misconceptions and assumptions out there when it comes to the field of estate planning. Some of them involve who does and does not need to engage in estate planning, as well as figuring out who should be named as guardians… Read More »

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Estate Planning Dos and Don’ts

By Moran, Sanchy & Associates |

Unfortunately, there are a number of things that can go wrong during estate planning, particularly when you are trying to do it without consulting with a professional estate planning attorney. Below, we discuss some of these potential disasters, and how to avoid them: The Trap of Joint Ownership Many elderly couples engaged in estate… Read More »

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Estate Planning For Digital Assets

By Moran, Sanchy & Associates |

Because so many transactions in our lives are conducted ‘electronically’ today, estate planning is, of course, affected by this transition. This is especially relevant when it comes to ‘digital’ assets, or any electronic items that have monetary value–like cryptocurrencies–as well as any other transactions conducted online, including any conducted by email. However, because electronic… Read More »