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...
Experienced, Approachable Guidance For Your Family
Elder Law
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...
What are the basic steps necessary to build an estate plan?
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, but estate planning is prudent for every Florida adult,...
Updates to estate plans are essential
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 update and change these plans as life changes and objectives...
Estate planning doesn’t have to be a stressful process
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 about their own mortality. Others avoid it because they think they...
Why an estate plan after having a child?
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 more thrilled. Of course, you now also have concerns that you may not have had...