Category Archives: Estate Planning
Effectively passing wealth through an estate plan
One of the primary objectives one may have when planning ahead is the care and support of loved ones. Passing wealth is a common goal for Florida adults who are creating an estate plan, and…
Passing an inheritance to kids the right way
One of the primary goals of any estate plan is to ensure that assets end up in the right places after passing away. Through careful planning, a Florida adult can plan for the support of…
Is now a good time for a power of attorney?
If you are one of many adult children in Florida who try to help their aging parents, this is commendable. Whether you have both parents still living or only one, and whether your parent still…
Initiating an estate planning conversation with loved ones
It can be difficult to discuss future legal and financial plans with loved ones. It is never easy to approach the subject of what will happen after someone passes away, but this is an important…
What happens if you die without a will?
When you have an estate plan, you have the opportunity to have the final say over certain critical matters in the future. This gives you the opportunity to decide what will happen to your personal…
A unique opportunity to discuss estate plans with family
During the holidays, family members will come together, presenting a unique opportunity to have important and time-sensitive conversations. At some point during the holiday season, Florida adults may benefit from having important discussions with loved…
Estate planning involves more than just a will or trust
There are various steps one can take that will allow him or her to effectively prepare for the future. One of these things is to create an estate plan, typically starting with the creation of…
Mental health and planning for the future
Creating an estate plan can be a complex endeavor, especially for one who struggles with certain challenges. Those who are already facing mental health concerns may find it difficult to create an estate plan, but…
Misconceptions can impact estate planning efforts
Florida adults delay making long-term plans for many reasons, and these reasons are often based on misunderstandings about legal and financial planning. Estate planning is an important process for each adult, regardless of age, income…
Two deaths and important lessons for estate planning
No one can predict the future, but by having certain plans in place, a Florida adult can maintain control over certain legal and financial matters. Failure to have an estate plan can negatively impact families…
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