As life changes, so do a person's individual needs. When it comes to estate planning, it is important to consider which stage of life a person is in. Estate planning needs will differ depending on this. Here are just a few ways in which an estate plan might change...
Estate Planning
Have you made one of these mistakes with your estate plan?
Estate planning probably seems easy enough. What could be hard about writing down one's assets and who should have them? In reality, creating an estate plan is about much more than passing on property and inheritances. Here is a common mistake people in Florida...
Protecting estate planning documents at home and elsewhere
Creating an estate plan is important, but so is keeping it safe. A person should understand the best way to keep his or her documents safe until they are needed. However, the manner in which they are stored should not be so safe that loved ones cannot access them in...
What should I do with my eBooks during estate planning?
Bitcoin and other types of cryptocurrency are often the first things that come to mind when people think about digital assets. Because investing in cryptocurrency is still not a mainstream activity, many people in Florida might think that they do not have any digital...
Will requirements in Florida
Whether you have lived in Florida your entire life or moved here to enjoy your retirement, you need to take the time to ensure that you have a valid estate plan. This provides your heirs the legal basis for passing out your assets in a manner consistent with your...
Addressing chronic illnesses during estate planning
Living with a chronic illness presents many challenges, including securing necessary medical care. While the daily lives of those living with chronic conditions often reflect those challenges, those issues are frequently left out of estate planning. With the number of...
The role of transfer on death accounts in estate planning
No one really enjoys thinking about end-of-life matters, but ignoring an uncomfortable situation does not mean that it will go away. Ignoring estate planning needs is also different than ignoring an overdue library book, as the outcome can be much more costly and...
3 estate plan essentials
With retirement right around the corner, you are probably looking forward to spending your days golfing in Melbourne or enjoying afternoons on your boat. While you might be counting down the hours before the next phase of your life begins, are you really ready for it?...
Should I worry about digital assets during estate planning?
Creating an estate plan may seem fairly straightforward. After a person completes a last will and testament, he or she might feel as if all estate planning needs have been fulfilled. Not only is this approach somewhat misguided -- updating plans is very important...
Aretha Franklin’s estate planning mistake
Creating an estate plan that creates a lasting legacy or that at least makes things easier for family members should be a priority for Florida residents. Many people understand this and do their best to make sure that they plan appropriately. However, not everyone...