If you have an estate plan, something you may want to do is to take steps to leave behind charitable contributions or donations. Having a strong estate plan in place can help you do this. Whether you want to donate to a university that you attended or a hospital where...
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A special needs trust can give you peace of mind
As you get older, you may start to worry about what will happen to your child if you pass away. When your child was younger, the reality that they had special needs wasn't as serious to you. However, over time, you've realized that not being there could make their...
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...
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?...
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...
Retirement and taxes: Get to know Florida
As someone who has lived in the northern states, you always hoped you'd be able to retire somewhere warmer. It's better for the elderly to live in warmer, sunnier environments, and you have more usable days where you can participate in the activities you love. One of...
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...
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...
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...
How to settle a loved one’s revocable living trust
If a loved one has recently passed away in the state of Florida, it is likely that you will be dealing with a mixture of emotions. While you will be grieving, you will also have to deal with logistical aspects of the passing. These two processes can be tough to deal...