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Apr 02, 2021

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…

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Apr 01, 2021

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…

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Mar 22, 2021

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…

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Mar 07, 2021

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…

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Feb 21, 2021

The complex process of settling the estate of Larry King

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…

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Feb 08, 2021

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…

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Feb 02, 2021

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…

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Jan 22, 2021

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…

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Jan 11, 2021

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…

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Dec 28, 2020

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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