The number of unmarried couples living together continues to rise throughout the country. Those who have chosen to forgo marriage, either in the short or long-term, can take steps to protect their partner into the future. Why is it important to take steps to protect...
Compassionate Advocacy, Dedicated Service
Year: 2021
The benefits of having a health historian
Dealing with a health condition can be frightening and extremely stressful, whether you’ve been diagnosed with cancer, heart disease or any disorder that affects your quality of life. But advances in treatments and medications allow many people to live long and...
How does inheritance work for minor children when parents die?
Young parents are wise to put together an estate plan. Parents who are not quite convinced of this need may find the incentive they need when they consider how inheritance would work if they did not put together a plan. Without a plan, state law goes into effect The...
How to broach the topic of estate planning with aging loved ones
Writing a will, designating a Power of Attorney and organizing assets is often a very personal process. However, for many children with aging parents, concerns over estate plans are common. Many Florida families may wish to raise the topic with loved ones, especially...
How should I choose a personal representative to handle my estate?
When you create an estate plan, you have to make a lot of important decisions. You decide who you will give your assets to when you die. You decide who will receive your classic car collection or your keepsake jewelry. You decide what your end-of-life care wishes are....
Taxation may not leave inheritances as equal as you think
Creating an estate plan means looking at the minute details of one’s life and assets. You may think that you have an idea of how you want to distribute your assets after your passing. Still, the more you learn about bequests, inheritances, taxation and other important...
Have a conversation before leaving items to family
When it comes to estate planning, it can be easy to get caught up in the assumption that loved ones will be grateful for any and every bit of inheritance passed down to them. While this is often true of financial assets, loved ones may be a bit less apt to take...
How to approach estate planning without children
One of the many reasons people might forgo estate planning is that they do not have any children or other obvious heirs to consider. While this might make people less motivated to plan the future of their estates, estate planning is still important for those without...
Do you want your parent to create a power of attorney document?
Losing a parent is never an easy experience to go through. Whether you knew your parent’s passing was close or it came as a sudden shock, the event likely put a lot of things in perspective for you. In particular, you may now feel a greater pull to ensure that your...
What are the benefits of trusts in an estate?
Utilizing trusts is a common piece of estate planning advice, especially for those with a large number of assets to pass along. However, many people in Florida are unclear about how trusts work and what the benefits might be for using them. Since there can be some...