10Jun, 2021

Great Tips to Consider When You Are Planning for Your Retirement

June 10th, 2021|Estate Planning|

Tips to consider when planning retirement.While most people look forward to retirement, the thought of no longer bringing in a steady income can cause a lot of stress. However, by taking a few steps leading up to retirement, you can alleviate many of the most common concerns. The Jacksonville estate planning legal team at Beller & Bustamante, P.L., work with individuals and families at every stage […]

10May, 2021

What Happens If Someone in Florida Dies Without a Will?

May 10th, 2021|Estate Planning|

Dying without making a will.If a Florida resident dies without a will, their property will pass to their closest relatives through the Florida intestate laws. Intestate laws set out a rigid formula for judges to distribute assets to family members to avoid a situation where the deceased person’s assets end up with the state. However, because these laws are inflexible, they rarely carry […]

10Apr, 2021

Why Is Estate Planning Urgent During COVID-19?

April 10th, 2021|Estate Planning|

Estate planning importance during COVID-19.Estate 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 […]

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 […]