Some find it difficult to discuss any arrangements they have made regarding a will and the dispersal of assets. It can leave their spouses or children unprepared for handling the details of arranging the funeral, continuing to pay bills that come in and manage other...
Estate Planning
It’s never too early to begin thinking about estate planning
Most of us live life in the moment. Thoughts of retirement or even our own mortality rarely, if ever, cross our minds. However, that does not mean that we should never think about our estate plan. In fact, it’s never too early to start putting together an estate plan....
What is a health care proxy?
Perhaps you have a solid estate plan and have everything in place for what you want to happen after your death. While that is wonderful, you also should have a plan for what to do if you end up incapacitated and unable to make decisions for yourself. You can add a...
What factors make estate planning necessary?
Estate plans are not always a person’s first priority. In fact, there was a time where estate planning was something that only high-income earners took part in doing. Nowadays, estate planning is necessary for most living in Florida. The majority of people do not want...
Rethink the estate plan with clear vision in 2020
With a new year approaching, residents in Florida start a host of resolutions intent to improve their lives. The new year is also a great time to rethink the estate plan. Whether a person has experienced a death, gone through divorce or married, now is a great time to...
When should I update my estate plan?
As a resident of Florida, it is important that you have an estate plan in place. However, you cannot simply write one plan and expect it to remain valid through the course of your life. There are many different occasions that may require you to make changes to your...
Updating your will after your divorce
If you have been listening to estate planning experts, then you are likely already engaged in the process of determining the dispersal of your assets to your beneficiaries once you are gone. Part of that planning includes creating a will, and if you have already done...
What should I consider when choosing a health care proxy?
Choosing the right health care proxy is just as important as having one in the first place. The person you choose must be willing to see your wishes through, even if they have a close personal connection with you. Because this decision is so important to your...
Unwanted heirlooms? Consider having an estate sale
Not all inheritances are needed or wanted, as we at are aware. If, like many Florida residents after the death of their parents, you find yourself with possessions you have no room or need for, you may feel guilty even thinking about...
What is a special needs trust?
If one of your children is a special needs child, you may wish to consider establishing a Florida special needs trust for him or her. As FindLaw explains, a special needs trust is one that you set up for the benefit of your child, naming him or her the beneficiary of...