When television personality and host Larry King passed away recently, it was discovered he had two wills. Although Mr. King and his wife were in the process of divorcing at the time of his passing, Mrs. King maintains she should have a share of his estate as outlined...
Experienced, Approachable Guidance For Your Family
Month: November 2020
Missteps in estate planning could cause problems later
The process of planning for the future can be complex and overwhelming for a Florida adult who does not have legal experience. While DIY estate planning is popular, it can lead to mistakes that may cause complications and stress for families in the future. It is...
Could a QIT help you qualify for Medicaid?
Though no one wants him- or herself or a family member to need long-term care, it is a real possibility for anyone. Even if you or your spouse is healthy now, a serious illness or injury could happen at any time and present the need for extended care. Because that...
In what ways should a divorce affect an estate plan?
The decision to divorce will significantly affect finances, both immediately and well into the future. Both Florida spouses will have to adjust to new financial circumstances, and in the midst of all of the immediate changes brought by divorce, it is easy to see how...
Necessary steps when settling an estate
After a loved one passes away, those left behind are typically tasked with the responsibility of making sure his or her estate is properly handled. Depending on the estate, this may include distributing assets according to the terms of the will, locating assets and...
Giving to charity as an estate planning strategy
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 ways to do this that could provide benefits to both the giver...
Now is the right time to start estate planning
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 advanced age that estate planning is not necessary. In reality, delaying having certain...
Could guardianship be right for your elderly loved one?
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 advantage of your loved one financially or that his or her personal and...
Mistakes in estate planning can lead to complications
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 beneficiaries and heirs in the future. Fortunately, a few...
The documents necessary to get an estate in order
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 can benefit from the protections provided by getting an estate...