Keeping your estate plan up-to-date is crucial to maintaining a plan you’re happy with. An up-to-date will, trust, and other documents will make sure that you and your family are taken care of in the event of sudden injuries, death,… Read More
Author Archive
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Why People Choose to Distribute Their Assets Through a Trust
As individuals start estate planning, they often choose to execute a Will to ensure their assets are distributed according to their wishes. While outlining your wishes in a Will allows you to decide how your estate assets are distributed, a… Read More
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3 Estate Planning Steps New Parents Should Take Today
As you and your family navigate welcoming your first child into your home, estate planning may be the last thing on your mind. However, it’s wise to consider estate planning and updating your legal documents as essential to new parent… Read More
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5 Reasons to Avoid Do-It-Yourself Wills and Trust An Attorney Instead
There are plenty of reasons people find themselves delaying the creation of their Will. It can be quite easy to delay tackling this task, but there is ultimately no good excuse for ignoring what is one of your life’s most… Read More
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How Do You Choose a Personal Representative When You Have No Children?
Your estate’s personal representative, or executor, has a significant role. Your personal representative is tasked with administering your estate according to the instructions laid out in your Will. This person must settle any remaining debts and ensure all beneficiaries named… Read More
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Why Should You Create a Trust For Your Estate Plan?
Estate planners often hear the question, “do I need a Trust?” This is because many people mistakenly believe that only the very wealthy can utilize Trusts or that their Will can do the same things their Trust can do. In… Read More
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Avoid These 4 Common Probate Problems
When someone dies, they leave behind their assets. These assets comprise the individual’s estate and must be transferred to new ownership. Probate is the legal process that often transfers those estate assets to the chosen beneficiaries or heirs of the… Read More
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5 Reasons to Avoid Intestate Succession in Florida
Every adult should have an estate plan in place, yet more than half of Americans do not. Even when people understand the need for an estate plan, the overwhelming nature of creating one can prevent them from taking charge and… Read More
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5 Steps for Preparing a Successful Long-Term Care Plan
Planning for your future can mean planning to pass on your estate to your family. However, it can also mean planning for the long-term care you need to live comfortably in old age. Creating a successful long-term care plan requires… Read More
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Estate Planning for the Single Person
Estate planning is not just for couples. Single people can benefit just as much from planning for the distribution of their assets and property and preparing their healthcare in old age. However, estate planning for the single person does involve… Read More