Category Archives: Estate Planning

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Feb 12, 2022

Creating an estate plan that benefits a special needs loved one

One of the main reasons why Florida parents take steps to plan ahead is because they want to provide for their children well into the future. Those who have kids with special needs know that…

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Jan 27, 2022

Certain pitfalls could alter the effectiveness of an estate plan

The intent of planning for the future is to have a measure of control over specific matters after passing away, such as the distribution of personal assets. Creating an estate plan allows Florida adults to…

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Jan 13, 2022

Care for family members by planning well and thoroughly

The future is unpredictable, and all Florida adults will find significant benefit in creating a thoughtful estate plan regardless of age or health status. Even young professionals who have yet to create a sizeable estate…

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Jan 05, 2022

What protections do unmarried couples need for the future?

Planning for the future is an important step for couples of all ages and income levels, and it is also a critical step for couples regardless of marital status. Unmarried couples will benefit from estate…

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Dec 21, 2021

How can these estate planning details affect your kids?

Florida parents and those elsewhere constantly have a lot on their minds. Even when their children are not physically around, they typically still tend to have thoughts about their kids and their kids’ needs. Of…

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Dec 14, 2021

9 events that might make your estate plan obsolete

At this time of year, it is easy to feel overwhelmed by the growing list of things you want to accomplish. Perhaps you have holiday shopping to do, cleaning and decorating, cooking and baking, or…

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Dec 12, 2021

Forgetfulness can derail estate planning efforts

Planning for the future is an essential step for every Florida adult, but it is not a one-time task. In many situations, estate plans are fluid, requiring change and adjustment after every few years or…

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Nov 30, 2021

Entrepreneurs should take estate planning seriously

Every Florida adult will benefit from planning for the future and protecting their legal and financial interests by creating a strong estate plan. While most people need to have plans in place regardless of income,…

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Nov 18, 2021

Discussing estate planning needs with older family members

One of the most difficult aspects of discussing future plans with loved ones is the conversation about mortality and what will happen after an individual passes away. These conversations may be uncomfortable, but discussing estate…

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Oct 28, 2021

Estate planning needs for parents of special needs children

One of a Florida parent’s main concerns in life is ensuring his or her child is safe and secure through adulthood and beyond. A primary goal in estate planning is caring for kids long-term, something…

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