As someone who has lived in the northern states, you always hoped you'd be able to retire somewhere warmer. It's better for the elderly to live in warmer, sunnier environments, and you have more usable days where you can participate in the activities you love. One of...
Year: 2019
Should you be asking your parents about estate planning?
Even for adult children, it is hard to imagine a life in which parents have specialized medical needs or where they are not around anymore at all. Unfortunately, these types of issues are an unavoidable fact of life. Avoiding opportunities to talk about end-of-life...
Don’t make these estate planning mistakes
Creating an estate plan might seem straightforward, and in some ways it is. However, estate planning can become a little more involved depending on a person's needs, assets and liabilities. This means that people in Florida cannot adopt a one-size-fits-all approach to...
Collect art, antiques or more? Don’t forget estate planning
Most people tend to accumulate items of interest or even significant value over their lifetime. Whether someone has a tendency to collect interesting works of art or routinely goes antique shopping, the average person in Florida might be surprised to find out how much...
Which type of trust can help with special needs planning?
Most Florida parents approach estate planning with their children in mind. Whether they are selecting guardians for their minor children or working out an inheritance for their adult kids, leaving behind a legacy is important. That legacy becomes even more important...
Do you know these long-term care planning misconceptions?
Aging is something that is not afforded to everyone, but that does not always make dealing with issues unique to aging an easy process. Long-term care needs are often confusing and difficult to navigate. Many people in Florida feel ill-equipped to handle these matters...
I don’t have kids or a spouse — why do I need an estate plan?
Florida residents who are single, do not have any children and are approaching retirement might feel left out of most estate planning topics. Many of these discussions center around how to establish a legacy for adult children or how to make sure a surviving spouse is...
Things to know about a durable financial power of attorney
With a durable financial power of attorney, you never have to worry about who will manage your finances if you're incapacitated and unable to do so yourself. Instead, the person you name as your power of attorney will step in, at the appropriate time, to handle...
How an estate plan can benefit your family
For those who are not familiar with the process, estate planning can seem like an incredibly overwhelming task that they would rather not deal with. Others put off dealing creating an estate plan because they are uncomfortable confronting the notion of their own...
Karl Lagerfeld, Oprah Winfrey included pets in estate plan
Most Florida pet owners adore their furry, four-legged animals. Many see their beloved pets as more than just an animal, though, and instead treat them like just another member of the family. Despite this, pets are often entirely left out of the estate planning...