Meagan Pearson Meagan Pearson

What is a revocable trust?

The term "revocable living trust” often sounds intimidating, like something reserved for the ultra-wealthy or people with unusually complex estates. In reality, it can be much simpler than it appears and, for many families, may be one of the more practical estate planning tools available.

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Meagan Pearson Meagan Pearson

Do You Actually Need a Trust… Or Is a Will Enough?

Many people assume that trusts are only for the ultra wealthy or for families with complicated finances. In reality, it is not about sounding or appearing sophisticated. Instead, the better question is what do you want your estate plan to accomplish?

In Florida, a will and a trust serve different purposes. Understanding that difference can help you decide which structure aligns with your goals.

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Meagan Pearson Meagan Pearson

Florida’s Default Estate Plan

Many people believe they do not have an estate plan because they have not signed a will or created a trust. In reality, if you live in Florida, you do have an estate plan. You just may not have written it yourself.

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