Estate Planning

Your estate plan is only effective if it’s found to be legally valid. This means that your documents have to align with applicable state laws, but it also means that you have to be able to provide assurances that you had the requisite mental capacity when creating...

Estate planning can seem like a complex process, with many different ways to accomplish an endless variety of goals. Establishing one or more powers of attorney can be a useful means of achieving some of those goals, but it’s important to understand that there are...

Although most Florida residents have any number of questions when they start looking into the estate planning process, trusts are probably one of the top issues. Estate planning can seem difficult enough before a person even starts to think about whether or not trusts...

Losing a loved one is never easy. While you struggle to cope with the emotional realities of the situation, the financial and logistical nature of the circumstances can make moving forward even more challenging. In fact, most people who suddenly and unexpectedly lose...

One way to start out the new year is create an estate plan. Everyone should have an estate plan and should know what to include in their estate plan. There are several key documents to consider including in an estate plan. Durable power of attorney for financial...

There’s a lot that goes into estate planning. While you’ll certainly want to address asset distribution in a way that is beneficial for both your estate and your loved ones, you’ll also want to ensure that you’ve got the proper documentation in place to protect your...

Once a person has completed his or her estate plan, they may need to change it if they have children, their assets increase or decrease or there are other circumstances that cause the original plan to no longer fit their needs. They may not know how to approach...

If your parents are getting older, then you might find yourself worrying not only about their health, but also about whether they’ve got the right estate planning tools in place to ensure that they’re as fully protected as possible. It’s usually an uncomfortable topic...

When a Floridian creates a trust, they are doing so for many reasons including to maintain control where their assets go, have a say in how they are handled and to ensure certain criteria must be met so beneficiaries can use the proceeds. The court will play a...

In some ways, estate planning is never finished because as the estate planner’s life changes, their estate plan should also change to keep up with the changes in their life. It is important for estate planners to have an estate plan that represents their wishes,...