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Nov 26, 2022

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…

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Nov 15, 2022

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…

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Nov 07, 2022

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…

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Nov 06, 2022

What will happen during the probate process?

After the death of a loved one, relatives and other interested parties are left with the task of settling his or her estate. This includes paying off remaining debts, distributing assets according to the terms…

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Nov 05, 2022

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…

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Nov 04, 2022

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…

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Oct 14, 2022

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…

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Oct 11, 2022

The difference between conservatorship and guardianship

As we and our parents grow older, we start to hear new words in greater frequency. Usually, these words are in the realm of health and medicine, but occasionally they involve legal matters. “Conservatorship” and…

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Sep 03, 2022

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.…

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Aug 20, 2022

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…

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