Do you have a Florida estate plan? Did you use an estate planning checklist to guide you? As you begin to create or review your existing estate plan you must verify your goals for yourself, your loved ones, and your legacy. You must specify what you want to happen at a time when you can no longer make decisions for yourself, or when you are no longer here.
If you do have a Florida estate plan, when did you last review it? Is it a recent plan or a few years old or decades old? You need to review your estate plan in regard to what is happening in your life now and also in regard to what the future may hold for you.
Your current Florida estate plan should represent what you want. Do you have questions on what documents you should be looking at to update? Here is the estate planning checklist that guides our clients, with a few key questions that you may want to use as you review your estate planning:
All the above questions are important. In fact, we often hear questions like this when we meet with our clients and their family members. Based on our experience, when it comes to Florida estate planning, you need to know your up-to-date plan will work when you need it to.
We know this article may raise more questions than it answers. Our estate planning law firm takes a very different approach from what you might have come to expect. Our goal is to create lifelong relationships with each of our clients, to guide and manage your legacy for the rest of your life. Please contact our offices in Stuart and in Palm City to learn more.