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Asset protection is a core component of the estate planning process. Like many estate owners, you might have assets that you want to keep out of a Florida probate court. To do so, you might consider creating a trust. There are two primary types of trust: revocable and...
While you are still of sound mind, it is time to communicate your needs and wishes to your loved ones regarding numerous issues, such as end-of-life care, inheritance and the representation of your Florida estate. Perhaps you have someone in mind to serve as your...
Think, for a moment, about the people in your life whom you trust the most. Perhaps your spouse or an adult son or daughter comes to mind. You might have a Florida business partner or long-time friend who is trustworthy. As most people might be able to relate, you no...
There may come a time in your life when someone asks you to be an executor of their estate or lists you as a beneficiary in a last will and testament. In either case, you must navigate a process that typically includes signing documents and, as executor, carrying out...
When you execute an estate plan, you are taking control of your assets and ensuring the fulfilment of your wishes for final care and burial. Like most people in Florida and beyond, one of your largest assets is likely your home. You might already have someone in mind...
If you are a Florida business owner, then congratulations! You no doubt worked long and hard to develop your idea into a dream and then make that dream a reality. Whether you’re in your 30s, 50s, 60s or older, you have probably given thought to what you want to become...
If there's one thing that's certain in life, it's that nothing stays the same forever. In fact, you might describe living as a series of changing events. If you have passed age 35, 45 or older, you probably have a lot to look back on and can see how your life has...
Dividing your time between Florida and somewhere else is a great opportunity when you want to escape cold winters in other states. If you are lucky enough to be a snowbird, though, you should consider how this arrangement affects your estate plan. Is it in the right...
No matter how close or distant you and your siblings may be, the death of a parent can bring you together under difficult, painful circumstances. During this time, disputes can occur. Below are some of the common reasons behind conflicts and tips for how to address...
If you completed an estate plan, you already have a good start on protecting your legacy. However, creating these documents is only one part of the process; reviewing and revising them over time and after specific events is also crucial. Event: Your marital status...