Whether you’ve been married for decades and have several grown children plus grandchildren or you’re on the younger side of 30 and single, you might want to sign a last will and testament. It’s a myth to think that this topic is only relevant to elderly or wealthy...
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Estate Planning
A beneficial estate planning document
Florida is a primary location with diverse communities spread throughout the state. You might be one of its many retirees or part of a young couple who is just starting out in their married life. Maybe you’re an entrepreneur or a member of one of many immigrant...
3 things to know about adult guardianship in Florida
One can never predict the events of a person’s life with 100% accuracy. Unexpected issues often arise. This is one of the reasons it’s wise to execute an estate plan and to incorporate documents, such as a power of attorney or advance directive. These options are less...
3 things will happen during probate if there’s a will
When a Florida resident dies after having signed a last will and testament, it activates a legal process that must transpire in accordance with state laws. Numerous parties may be involved in this process, including the individual or group the decedent had listed as...
A will is not valid without testamentary capacity
The Florida estate planning process can be basic or highly complex, depending on the value of a person’s estate, as well as other issues, including instructions for asset distribution or other goals an estate owner might have in mind. Instructions for asset...
Advance directive is a valuable estate planning tool
When you’re young and strong and healthy, you might not consider the possibility that you could become incapacitated at some point in life. This can happen quite suddenly and unexpectedly, such as if you’re involved in a car accident and suffer a traumatic brain...
When to use a revocable versus irrevocable trust
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...
Estate planning information your executor will need
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...
Things you need to know about Florida estate tax
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...
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...