Yearly Archives: 2020

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Jun 02, 2025

Giving to charity as an estate planning strategy

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Last Modified on Jun 02, 2025

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…

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Sep 25, 2023

Now is the right time to start estate planning

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Last Modified on Sep 25, 2023

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…

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Nov 28, 2023

Could guardianship be right for your elderly loved one?

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Last Modified on Nov 28, 2023

When an elderly loved one begins to show signs of not handling his or her affairs properly, it can be a difficult time for any Florida family. You may have concerns that someone will take…

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Sep 25, 2023

Mistakes in estate planning can lead to complications

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Last Modified on Sep 25, 2023

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…

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Jul 01, 2025

The documents necessary to get an estate in order

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Last Modified on Jul 01, 2025

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…

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Sep 25, 2023

What are the basic steps necessary to build an estate plan?

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Last Modified on Sep 25, 2023

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,…

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Sep 25, 2023

Updates to estate plans are essential

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Last Modified on Sep 25, 2023

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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Nov 28, 2023

Estate planning doesn’t have to be a stressful process

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Last Modified on Nov 28, 2023

Planning for the future can be difficult. It is not easy to consider what will happen after passing away, and some Florida adults may avoid estate planning simply because they do not want to think…

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Sep 25, 2023

Why an estate plan after having a child?

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Last Modified on Sep 25, 2023

The joys of parenthood are often boundless. You may have known for most of your life that you wanted to have children, and now that you have welcomed your first child, you could not feel…

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