Boyes, Farina & Matwiczyk

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Monthly Archives:October 2012

Irrevocable Life Insurance Trusts Can Help With Taxes In Florida

October 24, 2012

When planning an estate it is best to have an overall financial plan that takes into account the consequences of tax law, especially estate taxation rules and regulations. There are many ways for Florida individuals to help their heirs maximize family inheritances, an important consideration in light of estate tax laws. One popular method is through the use of life insurance trusts.

When a person dies, many times his or her life insurance policies will be included in their estate….


Exploitative Niece Forces Court-Run Conservatorship For Uncle

October 17, 2012

The elderly are an important part of society. With their experience and knowledge, they play an integral part in preparing the next generation for what lies ahead. That can make it seem particularly unfortunate when the elderly in Florida are abused and taken advantage of. This may have been the case with one 76-year-old man and his niece, who is being accused of exploiting her elderly uncle for financial gain. This caused the courts to put the elderly man under a conservatorship for his own protection….


Discussing Will And Estate Planning With Loved Ones Is Important

October 9, 2012

It is no secret that warmer southern states, including or especially Florida have a high number of retirees. But people of any age are often reluctant to talk about estate planning with their loved ones. It is generally an emotional subject which can also be scary as well. No one wants to consider their own mortality, however it is necessary to discuss one’s will planning with family and heirs because how one drafts his or her will has legal ramifications….


Will Planning In Palm Beach County Requires Careful Attention

October 3, 2012

On May 16, in a post titled “Will planning in Palm Beach County: some things to remember,” we told you about some important things to recall alongside the will drafting process. In addition to those things, new reports indicate that closer attention to the will planning process may be beneficial to estate plans. Palm Beach County residents who are considering drafting a will may find that there are several key things to consider as they plan their will and the accompanying documents….