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...
Estate Planning
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...
Divorce and what it means for your estate planning efforts
An estate plan is a smart way for any Florida reader to protect his or her assets and ensure that loved ones have the protection they need in the future. While a person may have a will and other estate planning measures in place, that may not be enough. In order to...
How can we encourage our kids to start estate planning?
Preparing an estate plan is the best way to ensure that a person's final wishes are respected and upheld. However, beyond ensuring that heirs receive their correct inheritance, is there anything more that Florida baby boomers can do to make sure that their children...
Yes, you can change your estate plan’s powers of attorney
Selecting a person to take over financial or medical decisions in the event of an emergency or medical incapacitation is an enormous step during estate planning. However, family members fall out of favor, close friends become distant and decisions that once made sense...