Important planning opportunitiesDo you and your spouse have a Florida estate plan? Over the past year, we have shared key articles with you on the types of trust planning you can complete to ensure that your goals for yourself, your family, and your legacy are reached. One of the articles that many of our couples contemplating...
Do you have up-to-date Florida estate plan documents in place? Research shows that only one in three Americans today have a last will and testament. Have you been putting off meeting with a Florida estate planning attorney to learn about your estate planning options and the protections you and your loved ones might need? If you...
There is no question that the loss of a spouse or loved one is a devastating time. The emotional toll it can take on you, even under the most peaceful circumstances, is tremendous. You may experience feelings of not only sadness but also paranoia, disorientation, confusion, loss of purpose, and uncertainty about how to move forward. ...
Most Americans today have not thought about how they will pay for a future that includes the need for long-term care. The concept that we may not be able to live independently, in our own homes, free of mobility and cognitive challenges, is not a reality that many of us want to face, let alone plan...
What is a fiduciary, and why is that person critical to success of your estate plan? When you consider your estate in the future, have you realized that a solid foundation is critical for a well written estate plan? Remember, your estate includes not only your wealth, such as your home, retirement accounts and investments, but...
There are important estate planning questions for your parents that everyone should ask. Do you want them to begin but they have not yet? Are you looking for ways to encourage them to plan not just for the future but for right now, to ensure that if something happens to them you have the authority to...
When we see celebrities in the news, it is for a variety of reasons. Achievements, awards, new projects, family moments, and the list goes on. While learning more about our favorite celebrities can be fun and diverting, unfortunately, we also read about them when tragedy or death befalls them as well, along with their costly estate...
Are you a Florida resident? Do you want to have your estate avoid probate when you pass away? In fact, are you planning for your estate to not go through probate when you pass away because you have created a Florida last will and testament? The fact that you have created a Florida last will and...
Have you recently retired to Florida? As an active, healthy and comfortable retiree, are you enjoying the relaxed atmosphere of Florida? Now that you are settled in, have you updated your out-of-state estate plan to a Florida estate plan? On the other hand, have you been in Florida a long while and created an estate plan...
Family Estate Planning – When and Why? Do you have children? Are you still going to baseball, ballet or piano practice with your children? Or, are your children grown and married, and you are now enjoying your grandchildren? As you reflect on your children, you know that you strive to provide for their every need and...
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