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 […]

5Sep, 2020

Special Needs Trusts: What You Need to Know

September 5th, 2020|Estate Planning|

Two hands protecting a pink piggybank.If you have a child or spouse with special needs, ensuring that your child or spouse will have adequate access to financial resources throughout his or her lifetime is likely to be one of your top estate planning priorities. Fortunately, there is an estate planning tool that is designed specifically to help in this situation. This tool is known as the […]

15Jul, 2020

How Do I Talk to My Elderly Parents About Estate Planning?

July 15th, 2020|Estate Planning|

An estate planning worksheet and glasses.There comes a time in every adult child’s life that they need to learn about their parents’ estate plan. Understanding your parents’ estate plan is important, it is not selfish, and it is prudent for your parents and for you.

But, none of this makes talking to your parents about their estate plan easy. Regardless of how close you are (or aren’t) […]