Category Archives: Estate Planning
Is a living trust better than a will?
The right approach to an estate plan depends on the individual’s goals and needs for the future. It is beneficial for adults of all ages and income levels to consider what will happen to their…
Blended families need certain legal and financial protections
Blended families in Florida may face unique challenges when unexpected circumstances arise, but there are steps they can take that will allow them to plan for these matters appropriately. Planning for the future is essential no matter…
Missteps in estate planning could cause problems later
The process of planning for the future can be complex and overwhelming for a Florida adult who does not have legal experience. While DIY estate planning is popular, it can lead to mistakes that may…
In what ways should a divorce affect an estate plan?
The decision to divorce will significantly affect finances, both immediately and well into the future. Both Florida spouses will have to adjust to new financial circumstances, and in the midst of all of the immediate…
Giving to charity as an estate planning strategy
For some Florida adults, planning for the future involves creating a plan for distributing their wealth in specific ways after they pass. One goal may be to give to a charitable organization, and there are…
Now is the right time to start estate planning
Some adults do not take the time to plan for the future because they think it is not necessary in their situation. They may assume that since they are not wealthy, sick or at an…
Mistakes in estate planning can lead to complications
Planning for the future is important for all Florida adults, but it is crucial to consider the implications of these decisions. Even a minor mistake with an estate plan can lead to serious complications for…
The documents necessary to get an estate in order
People often delay estate planning because they assume it’s not necessary for their stage in life or their level of wealth. This process is not something only for the rich and elderly. Most Florida adults…
What are the basic steps necessary to build an estate plan?
Everyone benefits from thinking ahead and planning for what could happen with their property and medical care in the future. No one wants to consider their own mortality or what will happen after their death,…
Updates to estate plans are essential
Planning for the future by drafting certain documents is a prudent step for every Florida adult, but estate planning doesn’t stop there. Once there are plans in place, it is then essential to continue to…
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