This season, as you think about your loved ones and how you show you care, consider giving something truly invaluable: peace of mind for their future. A clear and solid estate plan stands as the ultimate gift since it protects your family and your wishes. Here are...
Trusting, clear, and comfortable relationships with clients that last a lifetime.
Estate Planning
Avoiding probate in Florida: Estate planning essentials
Following the passing of a loved one, the last thing a grieving family wants to deal with is a lengthy, costly court process. In Florida, probate is the legal procedure through which an estate is distributed. While it’s meant to help ensure fairness, probate can drag...
Preventing family probate fights when an estate is sizable
Individuals with highly-valuable personal property often expect to have a positive impact on others after they die. They believe that their resources should go to their loved ones who they named as beneficiaries or who should inherit as heirs under intestate...
3 estate planning considerations for those with sizable assets
Estate planning is a beneficial choice for people in a variety of circumstances. Financially successful adults are among those who may need to think about their legacy after they die and also their protection in the event of an emergency. The more resources someone...
3 major benefits of adding powers of attorney to an estate plan
Adding a bunch of extra documents to your estate plan may seem expensive and wasteful. Many adults only think that they need a will and nothing else to protect themselves and their families when they die. It is certainly true that a will can accomplish many of the...
Making a special needs trust for an adult child
Most parents no longer have legal or financial responsibility for their children once their kids turn 18. Becoming a legal adult means that their children are now responsible for meeting their own needs. However, not every child can be truly independent just because...
Who should you choose as a health care power of attorney?
It’s not always a simple task to choose someone to make medical decisions on your behalf. You may not have someone you know who feels the same way about life-sustaining treatments or the kinds of interventions that you’d like if you are unable to tell the medical team...
If a parent dies without assets or money, what happens?
If your parent dies when they have no money or assets left, you may find yourself in a difficult position. If you’re in charge of managing the estate, you may begin receiving letters from creditors or calls from those trying to collect debts. One of the issues with a...
Are heirs on the hook for debts after your death?
If you are in debt when you pass away, one of the things that might happen is that those creditors could go after your estate for the money that they’re owed. A good estate plan will take steps to make sure that your heirs are protected against these creditors staking...
3 ways to protect your assets through estate planning
As you work on your estate plan, one of the most important things to do is to look into how you can preserve your assets. You have a number of options that will help you do so. Some include sending your life insurance into a trust, setting up an irrevocable trust...