Estate Planning

When a Floridian takes the responsible step to create an estate plan, it is not necessarily permanent. Life changes will inevitably happen and those who have a will and experience those changes should be aware of how to effectively update or revoke their will. For...

The first step is drafting the most basic estate planning document, a will. This legal document outlines how one wants their assets to be divided after they die. And, while, just about everyone, has heard of the document and knows its importance, only about 33% of us...

A lot of people think that estate planning is something that they don’t need, or something that is so simple that they can take care of it on their own. Both options are dangerous, though, threatening to leave your estate and your loved ones without the protection...

When it comes to estate planning, a lot of the focus is on how assets will be left to family members. But what if you’re unmarried and have distant family members? Should you forego estate planning altogether? Certainly not. This week let’s look at why estate planning...

As young adults in Florida move into their dorms and apartments to begin the new college year, their attention may be focused on their studies, meeting new people and simply enjoying the college experience. One thing that may not be anywhere on their radar is estate...

For those in the estate planning process, they are likely familiar with a power of attorney and the concept of joint ownership. However, how these two things interact is not always clear, which leads some to question the difference. Power of attorney A POA allows...

Coping with the loss of a loved one is never easy, but doing so can be even more challenging when you run into issues with his or her estate. These issues can run the gamut of severity, and they can touch on a whole host of issues. That’s why it’s important to have a...

People in Florida plan for events which may occur in the future. This could be planning for potential car accidents by obtaining car insurance or planning for potential damage to their homes by having home owners’ insurance. People usually make a point of planning for...

Oftentimes, when Florida residents are thinking about how to craft their estate plans, they are thinking about someone else – their family members, usually, or maybe close friends or even a charity. Why? Well, because most people think of estate plans as a plan to...

For Floridians, estate planning is a critical part of being prepared for the future. This benefits the person who takes out the will, trust or other estate planning device as it details what they want to happen with their property. It is also a positive for their...