Estate & Trust Guy

Provides clients a uniquely positive planning experience. FL Bar Board Certified Wills, Trusts & Estates Attorney, CPA creates plans protecting your loved ones.

[Estate & Trust Guy @FLTrustLaw]

As coronavirus cases rise in Florida, we are continuing to implement more safety precautions to ensure the well-being of our clients and team members.

[Estate & Trust Guy @FLTrustLaw]

@SenRickScott Because so much of it is interest, social security, Medicare, and defense spending. How are you going to rein in "reckless spending." I'll suggest one way - grant the President a line item veto.

[Estate & Trust Guy @FLTrustLaw]

@aslc I've been trying to get a copy of my prescription for a new CPAP machine. Called twice today. No one has sent it yet despite promises to the contrary.

[Estate & Trust Guy @FLTrustLaw]

In this week's Will Power, Craig R. Hersch discusses the benefits of an irrevocable life insurance trust (ILIT) and how it can assist with estate liquidity.

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[Estate & Trust Guy @FLTrustLaw]

A regular question we receive at the Sheppard Law Firm is “Should I put my bank and brokerage accounts in joint name with one or all of my children?”

In this week's Will Power, Craig R. Hersch explains why the answer is an emphatic "No!"

https://t.co/zLCrfbGp2C

[Estate & Trust Guy @FLTrustLaw]

In this week's Will Power, Craig R. Hersch discusses how a 2021 estate case in Nevada lead a court to a decision, determining that beneficiaries must submit to drug testing.

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[Estate & Trust Guy @FLTrustLaw]

In this week's Will Power, Craig R. Hersch discusses his daughter Courtney's recent graduation and reminisces some memories of his time at the University of Florida.

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[Estate & Trust Guy @FLTrustLaw]

In this week's Will Power, Craig R. Hersch discusses how the IRS is taking steps towards cracking down on private foundations.

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[Estate & Trust Guy @FLTrustLaw]

To understand a trust, compare it to business entity:
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[Estate & Trust Guy @FLTrustLaw]

In this week's Will Power, Craig R. Hersch discusses a complicated estate planning case, made worse by an invalid divorce and marriage.

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[Estate & Trust Guy @FLTrustLaw]

https://t.co/bopixS22oh Study Reveals 1 in 3 Americans Without a Will Believe They Don't Have Enough Assets to Leave Behind

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[Estate & Trust Guy @FLTrustLaw]

Veteran leaves $63 million to Tampa charities

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[Estate & Trust Guy @FLTrustLaw]

In this week's Will Power, Craig R. Hersch goes over some of the topics discussed in this year's recent Heckerling Institute conference. We'll dive into many of these topics in future articles! Stay tuned!

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[Estate & Trust Guy @FLTrustLaw]

6 Estate Planning Mistakes to Avoid
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[Estate & Trust Guy @FLTrustLaw]

Contrary to what many may think, living wills are not documents that leave assets and property to your loved ones. They actually include very important healthcare decisions. Craig R. Hersch explains in this week's Will Power.

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[Estate & Trust Guy @FLTrustLaw]

Creating a will or trust isn't easy. There are some common missteps to avoid when building your plan. Author Juliana Labianca explains and provides some solutions to a couple of these issues in her recent article:
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[Estate & Trust Guy @FLTrustLaw]

In this week's Will Power, Craig R. Hersch discusses estate tax exemptions and generation skipping transfer (GST) taxes, and how they can be effectively applied to an estate plan.

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[Estate & Trust Guy @FLTrustLaw]

Are special needs trusts always appropriate? Depending on your family's circumstances it may or may not be. Craig R. Hersch explains in this week's Will Power

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[Estate & Trust Guy @FLTrustLaw]

In this week's Will Power, Craig R. Hersch explains that somethings are not as simple as they seem.

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[Estate & Trust Guy @FLTrustLaw]

Following up on last week's article regarding Testamentary Trusts, Craig R. Hersch discusses how Donor-Advised Funds (DAF's) work, and can be used in testamentary planning. See more in this week's Will Power.

https://t.co/2rIfMOuPsc

[Estate & Trust Guy @FLTrustLaw]

What is a Testamentary Trust, and how does it affect estate plans? This a question that estate planners and trust officers need to know the answer to. Craig R. Hersch elaborates in this week's Will Power.

https://t.co/1xyK06idSM