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Category Archives: Wills Probate

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Why Updating Your Estate Plan Is Absolutely Necessary

By Moran, Sanchy & Associates |

A will and estate plan that is not regularly reviewed and updated can not only become useless, but could in fact result in dangerous consequences that the testator did not intend. Below, we discuss some of the most important reasons you should update your will and estate plan: Has Anyone Named Passed Away? For… Read More »

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Don’t Let Your Estate Plan Fall Prey to These Deadly Tax Issues

By Moran, Sanchy & Associates |

While there are a number of tax issues that can cause serious problems for your estate plans, there are several in particular that are worth elaborating on in order to ensure that you are prepared for your annual checkup with your estate planning attorney and any other advisers you have. Family Limited Partnerships and… Read More »

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The Most Important Tax Issues to Consider When Managing a Loved One’s Estate

By Moran, Sanchy & Associates |

It can be stressful enough dealing with the loss of a loved one without also having to worry about all of the tax issues associated with being the executor of the estate. Below, we cover some of the most important considerations to take into account when you are managing a loved one’s estate to… Read More »

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What Are Payable On Death Accounts, And How Do They Fit into My Estate Planning?

By Moran, Sanchy & Associates |

Transfer on death accounts—also known as Payable on death accounts in states like Florida—allow a couple to designate who receives their accounts and assets after the second person (with joint accounts) passes on as part of their estate planning. These accounts are governed by state law and are part of the account custodian (for… Read More »

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Protecting Foreign Assets in Estate Planning

By Moran, Sanchy & Associates |

As attorneys who regularly practice in estate planning, wills, and probate here in Florida, we work with a number of clients who have to take extra precautions in planning for their global assets. It is extremely important to take extra precautions and steps when you own foreign assets, especially when it comes to structuring… Read More »