Most people think that estate planning just involves making a last will. Some people see the value in a living will that protects them if they become medically incapacitated. Far fewer people understand how valuable asset protection planning is. Often a part of...
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Estate Planning
Should you talk to your heirs about your estate plan?
You may feel like your estate plan is fairly private, and you may not want to share it with anyone. That’s fine. It is private if you’d like it to be, and no one has to give you their advice or input regarding your decisions. You have the final say. That said, there...
4 times you will want to update your estate plan
Taking the time to create an estate plan can help the people you love have financial protection if something tragic happens. However, it can be a big mistake to presume that your estate planning needs just disappear after you create your initial estate plan or create...
Would a spendthrift trust benefit your heirs?
You spent a lifetime accumulating money and personal property, and you want to leave it to the people you love when you die. Sadly, your children or other close family members have repeatedly shown that they struggle with making good decisions when it comes to money....
What are the 3 major goals for your powers of attorney?
There are times in life when you cannot speak up on your own behalf. When you are a child, you typically do not have the legal authority to make your own decisions. The same is true for older adults experiencing cognitive decline and those with incapacitating medical...
Is it time to take your estate plan digital?
You may know the importance of having an estate plan in place, but have you considered how you’ll make sure that your loved ones are able to find all of your documents once you pass away? There have been cases where someone has died and left behind a will or plan, but...
How can you prove your parent doesn’t have the mental capacity to make decisions?
As a potential beneficiary and heir to your parent’s estate, you’ve always known that you’d have to play a role in taking care of it. One thing that you have always been concerned about was what would happen if your mom or dad could no longer make good, sound...
What can you do if your spouse has disinherited you in Florida?
What can you do if your spouse has disinherited you in Florida? Whether your spouse willfully disinherited you or did not prepare his or her will correctly, you may still have inheritance rights in the state of Florida. It is harder to disinherit a spouse than many...
Including your digital assets in an estate plan
A comprehensive estate plan can include several documents covering numerous elements such as physical assets, financial wishes and medical directives. These documents can ultimately solidify communication regarding your desires about who gets what but can also reduce...
Florida wills: Can you include all your property in a will?
Many people want to take the most basic approach possible to estate planning. As such, they often believe that a will can do everything necessary to address their property and assets. Unfortunately, there are times when a will is not enough to protect and distribute...