Category Archives: Estate Planning
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…
Does your estate plan need an update?
If you are one of many Florida residents who understood the value of estate planning at an early age, you might already have your documents in place. As the years pass, however, any number of…
Important questions for those updating their estate plans
Life is constantly changing, and current legal and financial plans may no longer be applicable or wise at some point in the future. This is why it is critical to regularly update existing estate plans.…
Developing the most effective estate plan
Planning for the future can be a potentially complex process that requires one to look at his or her long-term goals and objectives for handling personal property in the future. Developing the right estate plan…
Read this before signing a will
Do you count yourself among other Florida residents who would rather discuss almost any topic other than personal mortality? It’s not uncommon to want to avoid discussions about your own death. However, you might also…
What to expect during the estate administration process
When it is time to settle the estate of a loved one, a Florida family will have to complete certain tasks and navigate the process of settling remaining affairs. This is the estate administration process,…
Common mistakes when updating an estate plan
Life is unpredictable. Plans a Florida adult made at a specific time in his or her life may no longer be effective or applicable. This is why estate planning is not a one-time step. It…
When is a living trust a prudent addition to an estate plan?
One of the most important benefits of planning for the future is the ability to control what happens to certain assets and property after passing. Through certain estate planning tools, a Florida adult can protect…
Misconceptions about the estate planning process
There are many reasons why Florida adults put off the process of planning for the future. Misconceptions about how the process works, its benefits or what they need for the right amount of protection may…
9 reasons to revise your estate plan
If you’re among those in Florida who understand the importance of protecting your assets and providing instructions to your loved ones and others regarding your end-of-life care or other legal issues, then good for you.…
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