Month: March 2022

What Happens to Your Student Loans When You Die?
March 1, 2022

Is Your Child Going Off to College Without Estate Planning?

Going away for college or sending your child off for college to another city or state can be both exciting and difficult. What if there were extra steps you could take to make sure that your child is protected when they go to college? Great news, there is! When your child goes to college, you […]

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March 8, 2022

What is a Living Will?

What is a Living Will? In Florida, a living will is a declaration regarding life sustaining treatment.  The living will can be created by any competent person and the contents will direct the health care surrogate to either authorize the providing, withholding or withdrawing of life prolonging care in the event the person meets one […]

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March 10, 2022

Estate Planning for the Aging Population

You are never “too young” or “too old” to think about or begin estate planning. No matter your age or how many assets you have, estate planning is for everyone.  However, certain times in an individual’s life may create more of an urgency to begin the planning process, such as retirement or being diagnosed with […]

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March 14, 2022

Why Should I Consider Creating a Trust?

A Revocable Living Trust is a Popular Planning Tool in Florida A revocable trust is a fantastic way to establish and protect your assets. It serves as a convenient alternative to probate for your heirs and can even protect their inheritance from creditors. A revocable living trust can give you and your family peace of […]

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Doctor with a stethoscope
March 15, 2022

What Documents Do I Need for a Health Care Crisis?

You never know when a health care crisis may happen and no one wants to imagine the possibility of becoming sick, hurt or otherwise incapable of making your own medical decisions. Yet, it’s important to determine who you would want to make decisions for you if you’re unable to make them yourself.  Legal documents exist […]

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person holding fire cracker shallow focus photography
March 16, 2022

Why Your College Student Needs Estate Planning

It feels like our children grow up way too quickly, and this reality hits us the hardest when they turn 18 and become legally recognized adults. Seeing them leave for college and live without you is difficult for many parents. How they will handle making important financial and healthcare decisions without you is a frequent […]

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low angle photography of beige building
March 21, 2022

What Are the Pros and Cons of Florida Probate?

In estate planning circles, the word “probate” often comes with a negative connotation. For many people — especially those with larger estates — financial planners recommend trying to keep property out of probate whenever possible. That being said, the probate system was actually established to protect the property of the deceased and their heirs, and […]

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March 22, 2022

Cryptocurrency And Estate Planning

A lot of the news recently has revolved around different forms of cryptocurrency such as “Bitcoin”, “Ethereum”, and even a popular form of Bitcoin called “Dodgecoin.” Just a few months algo, El Salvador made headlines when it announced it would allow cryptocurrency as a form of payment. Cryptocurrency is quickly gaining popularity among investors and […]

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March 23, 2022

The Fiduciary Duty of an Executor During Probate

The executor of a will, also known as the personal representative, has certain responsibilities during the probate process. The individual drafting a will is the person who names the executor. The executor’s most important duty is to ensure that a decedent’s will is administered properly and that assets are distributed in accordance with the will’s […]

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