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...
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What to prepare when going to an estate planning consultation
Starting the estate planning process can feel daunting, but with the help of an experienced Florida attorney, it can often be a fairly straightforward process. One thing that can help ease the process is having some conversations and gathering important documents...
Estate planning questions for blended families
A lot of traditional estate planning advice is meant for families with a very simple structure, with one spouse and a child or children all having the same two parents. However, many Florida families have a blended structure, with divorce, remarriage, adoption,...
Avoid procrastinating when it comes to estate planning
No matter your reason for wanting to start estate planning, it is wise that you do so. Even if you think that your family might know what you want to happen with your remaining assets, having an official and legally binding plan in place can go a long way in ensuring...
Financial mistakes occur before Alzheimer’s diagnosis
After a loved one begins exhibiting unusual symptoms, Florida family members may worry. While it may simply be age or stress, misplacing important items, becoming disoriented in familiar places or asking the same questions over and over may indicate the fearful...
How should digital assets be dealt with in estate planning?
When planning for the future, large physical assets like a home, vehicle, pets, or possessions are common considerations. But as the world moves increasingly online, digital assets have become a critical part of what people leave behind when they pass away....
3 ways to bring up estate planning with your parents
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...
2 ways to build charitable giving into a will
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...
What happens if designated beneficiaries clash with a will?
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...
Are you ready to consider your plans for business succession?
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...