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...
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Estate Planning
Estate planning: Should you list a house in a trust or will?
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...
Why add a business succession plan to your estate plan?
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...
Change your estate plan every 5 years
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...
Snowbirds: The importance of reviewing your estate plan today
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...
Updating your estate plan is crucial in these 5 situations
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...
Parents: Understand power of attorney for an adult child
If you are the parent of a teenager about to become an adult, the realization that you lose the authority to make decisions for them when they turn 18 can be unnerving. Who will protect them? What if they need help? While you must relinquish control when your child...
Living together, but not married? Two reasons to get an estate plan.
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...
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...