An estate plan is a critical tool that every Florida adult should have. It provides protection, direction and closure for the person creating it and those affected by it. And while it is critical to create an estate plan, it can be equally important to review and...
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Estate Planning
Should you consider a revocable living trust?
There’s no one-size-fits-all approach to estate planning. The path you go down depends largely on your personal and financial circumstances, as well as what you hope to accomplish in the future. It makes sense for everyone to at least consider adding a revocable...
Thinking about disinheriting a child? Tread carefully
The standard estate plan leaves the deceased's assets to their spouse (if still alive) and the deceased's children. However, life is rarely as simple as this suggests. Parent-child relationships can be difficult. As much as we do not like to admit it, there are...
Can you ask your parents about their estate plans? Here’s one approach to try
Understandably, many adult children start to wonder if their own parents have done any estate planning. They’re just realistically considering the fact that their parents won’t be around forever and wondering what they’ll need to do when that day comes. However,...
4 elements that are often overlooked in estate plans
Crafting a comprehensive estate plan can be challenging for several reasons. Not only does the process take time and mental effort, but it can extract an emotional toll as people begin to make decisions based on their own mortality. Unfortunately, with everything that...
Know when you should review your estate plan
Creating your estate plan is an important step for an adult to take, but it isn’t one that you can take care of and then forget about. It’s imperative that you periodically review your estate plan to determine whether it still meets your needs. The majority of estate...
How soon should you create a will?
As someone who is young, you may not think that it’s important for you to have a will. You don’t have children, barely have any property and don’t see any reason that you’d need one. A will is an excellent legal document, though, and it can protect you in a few ways....
4 estate planning moves for high-net-worth families
Putting your financial house in order can protect your long-term interests and help you avoid stress, especially if you’re experiencing any anxiety over the November election. While every family’s situation is different, there are practices that can help...
Three common estate plan blunders and how to avoid them
An estate plan is a series of legal documents and tools that should help achieve a number of goals, the most well-known being the transition of our assets. Once we take the time to set up these plans, our estate should be set. Unfortunately, not every estate plan...
Determining interested parties in probate
Florida wills need to go through the probate process before the executor can settle the estate. However, there is often a question of who is able to participate in these proceedings. This arises most often when someone is either left out of the will or feels that they...