An estate plan is a smart way for any Florida reader to protect his or her assets and ensure that loved ones have the protection they need in the future. While a person may have a will and other estate planning measures in place, that may not be enough. In order to...
Year: 2018
How to settle a loved one’s revocable living trust
If a loved one has recently passed away in the state of Florida, it is likely that you will be dealing with a mixture of emotions. While you will be grieving, you will also have to deal with logistical aspects of the passing. These two processes can be tough to deal...
How can we encourage our kids to start estate planning?
Preparing an estate plan is the best way to ensure that a person's final wishes are respected and upheld. However, beyond ensuring that heirs receive their correct inheritance, is there anything more that Florida baby boomers can do to make sure that their children...
Yes, you can change your estate plan’s powers of attorney
Selecting a person to take over financial or medical decisions in the event of an emergency or medical incapacitation is an enormous step during estate planning. However, family members fall out of favor, close friends become distant and decisions that once made sense...
Is it time to revisit estate planning?
Creating an estate plan is an important part of becoming an adult. However, simply drawing up a will and choosing someone to act as a health care proxy does not mean that a person's job is done. Regularly updating documents is an important part of estate planning that...
Did Stan Lee forget about estate planning?
Florida fans of comic books and superhero movies recently mourned the death of the comic writing icon Stan Lee. Famous for the characters he created, Lee was recently in the headlines for both the movies based on his creations as well as his estate planning issues....
After divorce, get ready to update your estate plan
Going through a divorce leaves little mental space or energy for dealing with other matters. However, this does not mean that individuals in Florida can simply ignore everything else. While it can be frustrating to realize that there is even more to deal with,...
Estate planning and your parents: Can you help?
In addition to your own estate plan, you may have concerns about the approach your parents are taking. While you don't want to cross the line, it's okay to step in and let them know that you're willing to help. Here are several tips you can follow if...
Choosing the right executor during estate planning
Creating a comprehensive estate plan is usually done with the best of intentions, and most people in Florida probably hope that their carefully crafted documents will help their surviving family members deal with the aftermath of their death. Regardless of intentions,...
Estate planning: How a special needs trust can help
Parents of special needs children already understand the extra care and dedication that goes into the job. Many worry about what will happen to their adult children after they are gone. While Florida parents might expect their other children or family members to take...