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) […]

15Apr, 2020

What Does the Coronavirus Pandemic Teach Us about Estate Planning?

April 15th, 2020|Estate Planning|

As the coronavirus pandemic continues to impact our daily lives in unprecedented ways, in addition to staying safe and caring for our loved ones, one of the most important things we can do is look for lessons we can learn in order to prepare ourselves for the future. Regardless of whether life will ever truly be the same, the time to move on will come; and, […]

5Apr, 2020

Should You Update Your Will or Trust During (or After) the Coronavirus Pandemic?

April 5th, 2020|Estate Planning|

While the coronavirus pandemic has shut down many aspects of daily life, and while Floridians are sheltering in place waiting out the state’s stay-at-home order, life goes on. Although it might feel like time is standing still, we are still inevitably moving forward. With this in mind, even as we shelter in place, certain concerns cannot be ignored. We still need to […]