If you are one of many Florida residents who understood the value of estate planning at an early age, you might already have your documents in place. As the years pass, however, any number of issues may arise that prompt you to remove a document, incorporate a new one...
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Estate Planning
Important questions for those updating their estate plans
Life is constantly changing, and current legal and financial plans may no longer be applicable or wise at some point in the future. This is why it is critical to regularly update existing estate plans. All-important plans should match current needs and objectives for...
Developing the most effective estate plan
Planning for the future can be a potentially complex process that requires one to look at his or her long-term goals and objectives for handling personal property in the future. Developing the right estate plan can be a complex process, and a Florida adult will want...
Read this before signing a will
Do you count yourself among other Florida residents who would rather discuss almost any topic other than personal mortality? It’s not uncommon to want to avoid discussions about your own death. However, you might also be one of many people who understand the...
What to expect during the estate administration process
When it is time to settle the estate of a loved one, a Florida family will have to complete certain tasks and navigate the process of settling remaining affairs. This is the estate administration process, and it requires the resolution of certain matters before it...
Common mistakes when updating an estate plan
Life is unpredictable. Plans a Florida adult made at a specific time in his or her life may no longer be effective or applicable. This is why estate planning is not a one-time step. It is critical to carefully review all existing plans from time to time, making...
When is a living trust a prudent addition to an estate plan?
One of the most important benefits of planning for the future is the ability to control what happens to certain assets and property after passing. Through certain estate planning tools, a Florida adult can protect assets, ensure they go to the right person and control...
Misconceptions about the estate planning process
There are many reasons why Florida adults put off the process of planning for the future. Misconceptions about how the process works, its benefits or what they need for the right amount of protection may keep them from taking this important step. It may be helpful to...
9 reasons to revise your estate plan
If you’re among those in Florida who understand the importance of protecting your assets and providing instructions to your loved ones and others regarding your end-of-life care or other legal issues, then good for you. Thinking ahead and taking steps to secure these...
Planning for the long-term care of a special needs child
One of the primary goals for Florida parents who have children with specific needs is ensuring that their child has what he or she needs for long-term security. This means estate planning with the goal of providing for him or her years into the future, setting aside...