Overcoming Estate Planning Excuses

Maria has a small child, a daughter named Alyssa. Lionel is an unmarried business owner. Simon is a college student with few possessions or debts. They all have something in common: they don’t have estate plans. In fact, when asked why they don’t have Wills, they all engage in the same estate planning excuses. They don’t know, yet, that there are ways to overcome those excuses. Excuse #1: I don’t like to talk about Read More

Which Power of Attorney Is Right for You?

It’s recommended that your comprehensive estate plan include at least one power of attorney. But, there are several documents that include “power of attorney” in the title. Legal documents that have similar names may have very different purposes and consequences. It’s important to know a little about powers of attorney to make sure you choose the right one for you. Florida Power of Attorney Law. The basic power of Read More

Your Health Care Surrogate: Where Authority Starts and Ends

People tend to like their privacy when it comes to medical care. So, it may be difficult to think of appointing someone to make medical decisions for you, but it’s an essential part of your estate plan. If you are asked to serve as someone’s health care surrogate, though, you need to know where your authority starts and where it ends. Let’s consider Arthur and his best friend, Sid. Both are widowers and have Read More

New Year’s Resolution – Time to Update My Estate Plan

New Year’s is a time of reflection. It’s a time to think of the happenings of the past year and look forward to life ahead. While you’re in a contemplative mood, make updating your estate plan a primary New Year’s Resolution. What Do I Need to Update? The past year may have dealt you some major life events. Births and deaths, marriages and divorces could all lead to changes in your estate planning documents. Even Read More