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...
Estate Planning
An estate plan helps you protect yourself: Here’s how
Estate plans have an important role. They protect you when you're at your most vulnerable. In fact, one of the most valuable reasons to have an estate plan is to plan for your own needs. While most people think of estate plans as ways to establish what they want to...
What do single parents need to know during estate planning?
Being a single parent often comes with a number of worries. From providing for a child on a single income to dealing with the stresses of parenthood on their own, single parents in Florida already have a lot on their plates. While some might feel as if they could not...
Stop family fighting with estate planning
In an ideal world, Florida families would come together to grieve the loss of a loved one and respectfully follow the wishes of an estate plan. Unfortunately, most people do not live in an ideal world. For those living with complicated family situations, estate...
Don’t let estate planning myths get in the way of your plans
It is no secret that misinformation and myths can be easily spread on the internet, especially when it comes to somewhat complicated or misunderstood topics. Take estate planning, for example. While some people in Florida might have a vague idea of what it entails,...
Are you ever really done estate planning?
Planning for end-of-life matters is important, which many people in Florida understand. However, even if a person made the critical step of estate planning and creating a will, there could still be serious gaps in the plan. Updating an estate plan can be just as...
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...
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...