Category Archives: Estate Planning
A unique opportunity to discuss estate plans with family
During the holidays, family members will come together, presenting a unique opportunity to have important and time-sensitive conversations. At some point during the holiday season, Florida adults may benefit from having important discussions with loved…
Estate planning involves more than just a will or trust
There are various steps one can take that will allow him or her to effectively prepare for the future. One of these things is to create an estate plan, typically starting with the creation of…
Mental health and planning for the future
Creating an estate plan can be a complex endeavor, especially for one who struggles with certain challenges. Those who are already facing mental health concerns may find it difficult to create an estate plan, but…
Misconceptions can impact estate planning efforts
Florida adults delay making long-term plans for many reasons, and these reasons are often based on misunderstandings about legal and financial planning. Estate planning is an important process for each adult, regardless of age, income…
Two deaths and important lessons for estate planning
No one can predict the future, but by having certain plans in place, a Florida adult can maintain control over certain legal and financial matters. Failure to have an estate plan can negatively impact families…
Does your estate plan need an update?
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…
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.…
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…
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…
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,…
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