Estate Planning

When you wake up and realize you've reached your 30s, it's possible that you'll understand just how much you have to do. When you're a teenager or 20-year-old, you're barely starting out in life. Now, you may have a family and career you plan to advance in. You want...

If you're an avid golfer or love participating in your community's events, then you may be someone who wants to give to charity following your death. Whether or not your family agrees with your decision, this is something that could give you great peace. You love...

Estate taxes are on the minds of many who have collected assets throughout the years. While many people may not hit the exemption levels for taxation, it can be surprising how much an estate is worth. In 2017, $5.49 million worth of assets could be protected against...

Throughout their lives, many individuals will sign various types of legal documents. One of these legal designations that may become an important part of estate planning is the power of attorney. There are two main types of powers of attorney -- financial and medical....

Guardianship is an important part of the estate planning process. It is the act of giving someone the power to protect and care for you or your children, depending on the circumstances. In elder law, guardianship refers to appointing someone who will care for you or...

Many individuals, from the everyday collector to the wealthy investor, may overlook the method for transferring their collections upon their passing. One popular item that people collect is art. Art can appreciate in value, and transferring the art could potentially...

With a new year comes a fresh start, and one good thing to do is to consider your estate planning needs. Estate planning is necessary, since it dictates what happens to your assets if you pass away. If you don't have an estate plan, your estate will fall under state...

An early start to end-of-life planning can save grief after one's demise. In Florida, one can choose to consult with all manner of financial professionals, estate planning lawyers, family, friends and charities to put together the full picture of asset allocation...

Most Florida residents want to earn and save as much money as possible. However, having a large bank account means that you'll face unique tax challenges when planning your estate. If you're not careful, and your estate exceeds the federal estate tax exemption of...

At the end of life, the amount of wealth one has amassed has value to the individual, not only in terms of material wealth, but in terms of the hard work and persistence exerted to accrue it. Some individuals deeply care about where the wealth goes and how the money...