One of the most common questions I encounter in my practice. That question goes something like this, “I’m not a millionaire and my estate is
“I need to amend my irrevocable trust,” John said. “You can’t amend something that’s irrevocable,” I answered. “Are you sure that the trust you’re talking
Too often an overlooked yet important element of your estate plan is your 401(k) and IRA beneficiary designations. Financial planners deem these “matter of fact”
In many ways your estate plan intersects with a variety of disciplines. Legal and tax considerations are the first ones that come to mind, but
Robert created a trust that first distributed the first $2 million to his wife, Linda before making $500,000 bequests to each of his two daughters,
Recently I’ve fielded many calls about advanced estate planning strategies, most likely brought on since the transfer of power in Washington to the Democratic party. President
A friend of mine officiated at another friend’s wedding some time before the pandemic. I asked him (in jest) if he was acting in his
What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
Having just sent my youngest off to Elon University in North Carolina, I’ve been reflecting on their time at home. In particular, when my wife
Albert and Victoria were interested in marrying as they had cohabitated for many years, but they had not tied the knot. Both were retired –
Secure your legacy and build a comprehensive estate plan
tailored to your unique needs.
© 2024 Sheppard Law Firm | 9100 College Pointe Court, Fort Myers, FL 33919
This website has been prepared by Sheppard Law Firm for informational purposes only and does not constitute legal advice. The information is not provided in the course of an attorney-client relationship and is not intended to substitute for legal advice from an attorney licensed in your jurisdiction.
The information contained in this website is provided only as general information, which may or may not reflect the most current legal developments. This website occasionally contains links to other web pages. The inclusion of such links, however, does not constitute referrals or endorsements of the linked entities. Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. specifically disclaims any responsibility for positions taken by users in their individual cases or for any misunderstanding on the part of users of this website or any linked websites.
The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before making your decision ask us to send you free written information about the qualifications and experience of our attorneys. Note that our firm does not intend to treat such correspondence as confidential nor should any confidential information be disclosed through this website. Any information provided through this website could be used in the future against the contributor.
