New Year, New Beginnings – Starting Your Estate Planning Journey
As we enter the New Year, now is a good time to start looking to ensure that your assets and loved ones are taken care of in the future. Estate planning allows you to dictate how your assets will be managed and distributed after your passing and will help to minimize legal...
Changes You Should Make To Your Estate Plan After Divorce
After a divorce in Florida, it is crucial to revisit and revise your estate plan to reflect your new circumstances. This process involves updating key documents such as your will, trust, power of attorney, and healthcare directives to ensure that they align with your current wishes and legal situation. In Florida, divorce...
Why The Holidays Could Be A Good Time To Discuss Estate Planning
The holidays provide a wonderful opportunity for many families to be together in one place. This is usually a joyful time, but can also be a beneficial time to discuss estate planning, as it often involves decisions that affect the entire family. The holidays can also signify a gathering in a...
New Parents—Why Now Is A Good Time to Create a Will
Everyone should have a will in place. For new parents, however, the importance of establishing a will becomes even more pronounced. Here, we will discuss several compelling reasons why now is an opportune time for new parents to create a will.
New Parents—Why Now Is A Good...
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...
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...
The Impact of Estate Taxes and How to Minimize Them
There are two kinds of “death taxes.” First, there is the estate tax. An estate tax is a tax on the total value of your estate. This includes anything from cash to real estate to investments and everything in between. An estate tax is paid after you die and before your...
Digital Assets and Your Estate Plan: Navigating the Modern Landscape
As our lives evolve, so should our estate plans. After all, think about how different life looks for most of us than it did for previous generations. Technology, for instance, has had a huge impact that has affected countless aspects of our lives. It is no wonder that estate planning needs...
Don’t Avoid These Important Estate Planning Conversations
You might have had estate planning on your to do list for a while now. Somehow, estate planning is one of those things many of us intend to do, but keep putting it off. This can be for a variety of reasons, but one of the more common reasons is the...
Reasons to Put a Power of Attorney in Place
Powers of attorney play an important role in estate planning and, more specifically, incapacity planning. You see, comprehensive estate planning involves putting protections in place for your future as well as that of your loved ones. With a power of attorney, you, the principal, empower another, your agent, to act and...