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...
Estate Planning
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...
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...
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...
Want to get more organized? Don’t forget estate planning
Those in Florida who made New Year's' resolutions to get their lives more organized might be overlooking an important step -- creating an estate plan. Estate planning is important for every stage of life and can help individuals better organize their assets, final...
