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...
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Estate Planning
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...
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....