Category Archives: Estate Planning
Could both Medicaid and Medicare help you in the future?
Many Florida residents may not entirely understand the difference between Medicare and Medicaid. If you are one of those people, you may have recently found yourself wanting more information on these programs, especially if you…
Will your vital documents survive a disaster?
Midway through hurricane season is still not too late to prepare for the unexpected. In fact, hurricanes are not the only disasters that may come your way. You never know when a flood, fire or…
Estate planning for special needs individuals
Planning for the future can be particularly complicated for Florida adults who have disabilities. When creating a meaningful estate plan for disabled and special needs individuals, it is helpful to work with a legal professional…
Is it possible to avoid the probate process?
Settling an estate can be a complex process for a Florida family after the passing of a loved one. Depending on how the estate plan was written, it may be necessary to navigate the probate…
Single adults and their estate planning needs
Just because a Florida adult is single does not mean he or she doesn’t have the need to plan for the future. Long-term planning is important for adults of all ages, regardless of their marital…
Special needs trusts can be powerful estate planning tools
Every estate plan is different, and each individual should look to his or her plans for the future and potential family needs in order to create the right strategy. If a Florida family has a…
You may have more cause to update your estate plan than you think
The changes that life throws at you can be difficult, if not impossible, to predict. You may have various events that catch you off guard with some being good or beneficial and others being troublesome.…
What makes an estate plan a good estate plan?
There is no cookie-cutter solution for long-term legal and financial planning. Each Florida adult will benefit from the protections provided by an estate plan, but what this looks like depends on the details of the…
Missteps could make an estate plan less effective
For some Florida residents, avoiding an uncomfortable topic may allow them to feel more like it does not exist. For example, if individuals do not think about funeral arrangements, health scares, end-of-life wishes and other…
Couples without children still benefit from estate planning
There are misconceptions that Florida adults and couples without children don’t have as much need for a legal and financial plan for the future. In reality, estate planning is a beneficial step for everyone, including couples who do not have children. This…
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