10Apr, 2021

Why Is Estate Planning Urgent During COVID-19?

April 10th, 2021|Estate Planning|

Estate-planning-during-COVID-19Estate planning has always been an important process. By sitting down and spending a few hours laying out some foundational plans, families can obtain peace of mind knowing that everything is in order, whatever the future holds. Estate planning also helps families maintain control over what they’ve worked so hard for by reducing taxes and avoiding potentially costly legal proceedings in the future.

While almost every segment […]

10Mar, 2021

Will Your Estate Plan Still Work If You Move?

March 10th, 2021|Estate Planning|

Two individuals asking for advice if their estate plan will still work if they move.An estate plan is a critical tool that helps families plan for the future of coming generations. However, sometimes things come up, requiring a family to modify their estate plan change to accommodate any recent changes in circumstances. Moving is one of those life events, after which, someone must take a close […]

15Oct, 2020

What Parts of Your Estate Plan Should Be Reviewed?

October 15th, 2020|Estate Planning|

If you have an estate plan, you have taken an important step toward preserving your wealth and protecting your loved ones from needing to make difficult decisions without your guidance. Everyone should have an estate plan; and, by putting one together, you have provided yourself and your family with some much-needed certainty.

But, when it comes to estate planning, preparing your initial estate plan is not the […]

5Oct, 2020

What Does It Mean to Be a Co-Guardian?

October 5th, 2020|Estate Planning, Guardianship|

A paper family with a gavel at the back.When an individual cannot make important life decisions on their own, a court may appoint a guardian. A guardian is a person who is appointed by a judge for the purpose of making legal decisions on behalf of another person, who is referred to as the ward. While the court will occasionally appoint a guardian on its own, […]

15Sep, 2020

Which of Your Assets Are Subject to Probate?

September 15th, 2020|Estate Planning|

A gavel, money, key and probate sign.When preparing your estate plan, addressing the costs and risks associated with probate is an important part of the process. Although probate is a necessary part of estate administration in Florida, the scope of probate can be greatly reduced with careful planning, and this can save your loved ones significant time, costs, and stress as they wind up your final […]