Author Archives: Rachel Drude-Tomori, Esq., LL.M.
Trust vs. Will – Which is right for you?
One of the most fundamental questions I help clients answer is what should serve as the foundation of their estate plan: a Will or a Trust? It’s true that in Florida, you generally have two options regarding what operates as the cornerstone of your estate plan: (1) a Last Will & Testament vs. (2)… Read More »
How to Choose a Trustee
Choosing a Trustee to oversee a beneficiary’s inheritance following your death is an important estate planning decision. This article discusses the main factors to consider in selecting Trustees and other important fiduciary roles. A Trustee is a fiduciary who oversees assets held in trust for the benefit of one or more beneficiaries. A “fiduciary”… Read More »