Many people in Florida feel as if creating a will is sufficient for their estate planning needs. However, in most cases a more comprehensive approach to estate planning is best. Incorporating things like living wills, powers of attorney and trusts can help achieve the...
Year: 2019
Is talking about estate planning enough?
Few people in Florida would dispute the importance of end-of-life planning. From drawing up wills to sorting out preferred medical treatments, estate planning is a fairly essential process, particularly for those who are around 50 years old. Unfortunately, the actual...
Review your estate plan if you decide to move to a new state
You've moved to Florida as a way to escape the colder northern temperatures, but with that comes some things you need to think about. While moving itself wasn't difficult, there are factors such as your will and estate plan that you have to remember will need to be...
Are trusts necessary for transferring gun ownership?
Transferring property may seem as if it should be easy, but there can be complicating factors. This is the case when it comes to leaving behind firearms for heirs, as doing so incorrectly can actually be a criminal offense. Florida gun owners can use trusts to...
Estate planning for end-of-life wishes
Thinking about end-of-life matters can be uncomfortable. It can be difficult to imagine a future in which a person no longer has control over themselves, their bodies or their decisions. However, the fact is that many people will face this reality whether they planned...
I think my loved one’s will isn’t valid — what do I do?
The period of time following a loved one's death is often filled with overwhelming emotions. You will probably still be in the middle of the grieving process when it is time to handle your loved one's will and estate. To make matters more complicated, you and your...
How to use an incentive trust for a loved one with an addiction
It might be difficult to find a Florida family that has not been affected by addiction in some fashion. These families often struggle with addressing the difficult line that runs between enabling a loved one and providing sometimes necessary support. Things can get...
Is it good to shield your home with a trust?
As you age, you'll begin working on your estate plan and deciding on what to do with your assets. One of the major purchases you made, your home, will also be a part of this plan. As one of your primary assets, you want to do all you can to protect it. There are a few...
Improve generational wealth through estate planning communication
Accumulating wealth can be difficult. Maintaining that wealth is also a fairly troublesome task. Business owners and other high net worth families in Florida often struggle with ensuring the continuation of their wealth from generation to generation, but this does not...
It’s time to bring estate planning into the digital age
It is hard to imagine a life before a person in Florida could update their social media only for it to be read moments later by a person on the other side of the world. Technology has certainly changed the world and the way much of society functions, but are...