Category Archives: Estate Planning
What does a Florida adult need to know about estate planning?
Planning for the future involves much more than just setting aside enough money for retirement. To have the protection and security that is truly necessary for one’s long-term interests, it is beneficial to have legal…
Expectations for the probate process
The passing of a loved one is a devastating event for a family, and to add to the challenge of this time, family members must begin the task of settling his or her estate. Part…
Young families benefit from a strong estate plan
Adults in Florida may be tempted to overlook the importance of planning for the future because they assume they are too young or too healthy to really need these types of plans. In reality, adults…
The potential tax implications of estate planning decisions
As a Florida adult plans for the future, he or she may consider who to name as heirs and beneficiaries of his or her estate. These estate plans may also include documents regarding disability planning, health care wishes and more. Of course, it…
Guardianship or conservatorship: Does your loved one need both?
As many Florida residents age, their mental sharpness begins to decline. You may have noticed some minor concerns with a parent’s or other older loved one’s mental abilities, or your loved one may have already…
Is a living trust better than a will?
The right approach to an estate plan depends on the individual’s goals and needs for the future. It is beneficial for adults of all ages and income levels to consider what will happen to their…
Blended families need certain legal and financial protections
Blended families in Florida may face unique challenges when unexpected circumstances arise, but there are steps they can take that will allow them to plan for these matters appropriately. Planning for the future is essential no matter…
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…
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…
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…
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