Estate Planning

We’re human, and as such, we will change our minds from time to time. These can be small changes of decisions, such as deciding to go with the soup rather than the salad at dinner. Or they can be a major change of decision, such as deciding to change part of your...

When you finally take the step to finishing up your estate plan, you likely will have at least one trust as part of it. And, while you will likely task someone within your friend or family circle with some responsibilities within your estate plan, one task you should...

You’ve worked hard to accumulate your wealth and set your loved ones up for success. As a result, you may want to ensure that you create an estate plan that effectively protects that wealth and provides long-term stability to those who intend to inherit from you....

They say nothing is guaranteed except for death and taxes, but what about social media? Does that last forever too? What happens to your social media after death? And, if they do last after we die, should we plan for them in our estate plans? Facebook Facebook offers...

Wealthy Floridians will want to pay attention to an important component of estate planning: the estate tax. While the estate tax does not affect everyone, those of greater wealth could find the value of their estate is lowered due to the estate tax if they do not...

Have you finished your estate plan? Yes? Congratulations! Does it include an incapacity plan? No? Well, then you do not have a full estate plan. According to a recent Caring.com survey, only about a third of us even have a will, which means that even fewer of us even...

One of your goals for the new year may be to set up an estate plan. This is a wise and responsible decision. Having a solid estate plan in place, whether through a will, trust, power of attorney or a combination of all three, can take a tremendous burden off your...

The wide variety of options available to Florida residents when it comes to estate planning can make the task seem daunting. However, the reality is that a comprehensive estate plan can be crucial for almost anyone, so it is important to get started. Understanding...

When it comes to estate planning, the core laws across the United States are similar, although there are some subtle differences from state to state. Because a large amount of Florida's population is older, there is a lot of interest in estate planning and it is...

Most people in Florida who have an estate plan in place probably have a “living will” as part of that plan. So, what is a “living will”? Quite simply, it is a directive for medical professionals to follow that includes your wishes if, in a worst-case scenario, you...