Estate Planning

As your parents get older, it can be difficult at times to think about the possibility of them not being able to care for themselves as they once did or even the idea of their eventual demise. While it is certainly not something you should dwell on, it is important...

Many people feel strongly about “giving back” throughout their lives, a value that they often wish to include in their estate plans. For some, this may mean leaving a sizeable donation to a favorite charity upon one’s death. For others, it can take the form of a trust...

Before they start estate planning, many individuals may be under the impression that their assets will simply be distributed to their spouse or other next-of-kin after they die. While that may be the case for some assets and accounts, some may already have named...

No one wants loose ends causing problems for their loved ones after his or her passing. As a Florida business owner, you may know more than many about how important it is to plan ahead for certain inevitable situations. As a result, you are now considering your...

Clear communication with future beneficiaries, executors and other designatedindividuals is usually considered a best practice when preparing a will. But, is there such a thing as providing too much information during and after estate planning? Privacy concerns and...

Like most property, a vacation home is both an enjoyable asset and a responsibility. When the owner of a cottage or holiday home passes away, their next of kin may not be able or willing to manage the additional property. Fortunately, Florida vacation homeowners who...

Though you are an adult, you know you will always be a child to your parent. As a result, you may worry about how he or she will take it if you broach the topic of becoming a power of attorney agent for your parent. You certainly do not want the role in order to...

Trusts are a common tool used to organize an individual’s estate. There are many benefits to using trusts, including potential tax benefits and increased control over how money is passed on and utilized. However, trusts also come with their fair share of legal...

Frequently, the family home is one of the most sizeable assets an individual or couple owns. As such, many Arizona families leave this valuable asset to their child or children. While this is certainly a typical way to pass down an asset in the family, it is...

For Florida residents considering estate planning, it is important that they consider it a process. Creating a comprehensive plan that covers important needs and wishes is not something to do in a single day with a single document. In fact, the planning process can...