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Claiming Social Security Benefits As Part Of Your Estate Plan

Social Security benefits play a crucial role in estate planning in Florida, ensuring financial support for beneficiaries. As a federal program, Social Security provides retirement, disability, and survivor benefits, which can significantly impact the financial stability of an estate. In Florida, these benefits are designed to supplement other estate assets and...

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Digital Estate Planning – Assigning Online Access To Accounts

Digital estate planning is a crucial aspect of modern estate planning that addresses the management and transfer of digital assets upon a person's death or incapacitation. Digital assets include many online accounts and digital files, such as social media profiles, emails, digital photos, online banking accounts, cryptocurrency, and more. In Florida,...

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What Steps Can I Take Now To Protect My Assets If I Need Assisted Living?

Planning for assisted living and taking steps to protect your assets is a prudent move that can provide financial security and peace of mind for both you and your loved ones. As you age and potentially face the need for assisted living, careful financial planning can help preserve your assets and ensure...

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Is Guardianship the Right Choice for My Loved One with Special Needs?

Deciding whether guardianship is the right choice for a loved one with special needs is a complex and sensitive matter that requires careful consideration of various factors. Guardianship is a legal arrangement in which one person is appointed to make decisions on behalf of another who is deemed incapable of managing...

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